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Lance William Zasso

Creative Planning

Overland Park, KS

Gilbert, AZ

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-09-27
  • AZ RA
    APPROVED
    Since 2022-09-27

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

400 East Rivulon Blvd Suite 106, Gilbert, AZ 85297 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Planning, Llc Chandler AZ 05/2022 Present
Liberty University Lynchburg VA 08/2019 05/2022
Hume Lake Christian Camps Hume CA 05/2021 08/2021
Doordash Fresno CA 03/2020 08/2020
Dick's Sporting Goods Fresno CA 06/2020 08/2020
Hume Lake Christian Camps Hume CA 05/2019 08/2019
Clovis Community College Clovis CA 01/2019 05/2019
Save Mart Supermarkets Fresno CA 09/2018 01/2019
Clovis North High School Fresno CA 08/2016 12/2018
Hume Lake Christian Camps Hume CA 06/2017 08/2017
  • 05/2022 → Present
    Creative Planning, Llc
    Chandler, AZ
  • 08/2019 → 05/2022
    Liberty University
    Lynchburg, VA
  • 05/2021 → 08/2021
    Hume Lake Christian Camps
    Hume, CA
  • 03/2020 → 08/2020
    Doordash
    Fresno, CA
  • 06/2020 → 08/2020
    Dick's Sporting Goods
    Fresno, CA
  • 05/2019 → 08/2019
    Hume Lake Christian Camps
    Hume, CA
  • 01/2019 → 05/2019
    Clovis Community College
    Clovis, CA
  • 09/2018 → 01/2019
    Save Mart Supermarkets
    Fresno, CA
  • 08/2016 → 12/2018
    Clovis North High School
    Fresno, CA
  • 06/2017 → 08/2017
    Hume Lake Christian Camps
    Hume, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-13
  • S65 Uniform Investment Adviser Law Examination
    2022-08-13
Designations

View on SEC IAPD

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Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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