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Eric Martin Medlock

Creative Planning

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-04-07
  • KS RA
    APPROVED
    Since 2023-04-07

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Pembroke Hill School Kansas City MO 01/2013 05/2018
University Of Kansas Lawrence KS 08/2018 05/2022
Kirk's Fly Shop Estes Park CO 06/2019 08/2021
Hntb Kansas City MO 05/2021 08/2021
Creative Planning, Llc Overland Park KS 06/2022 Present
  • 01/2013 → 05/2018
    Pembroke Hill School
    Kansas City, MO
  • 08/2018 → 05/2022
    University Of Kansas
    Lawrence, KS
  • 06/2019 → 08/2021
    Kirk's Fly Shop
    Estes Park, CO
  • 05/2021 → 08/2021
    Hntb
    Kansas City, MO
  • 06/2022 → Present
    Creative Planning, Llc
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-07
  • S65 Uniform Investment Adviser Law Examination
    2023-04-07
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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