Mason Mead

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2023 → 02/2026
  American Century Investment Services, Inc.
  Kansas City, MO
• 06/2022 → 08/2022
  Hostess Brands
  Lenexa, KS
• 08/2022 → 02/2023
  Kansas State
  Manhattan, KS
• 08/2021 → 05/2022
  Kansas State
  Manhattan, KS
• 06/2021 → 07/2021
  Blue Valley School District
  Overland Park, KS
• 08/2020 → 05/2021
  Kansas State
  Manhattan, KS
• 05/2020 → 08/2020
  Hy-Vee
  Overland Park, KS
• 08/2019 → 05/2020
  Kansas State
  Manhattan, KS
• 05/2019 → 08/2019
  Hy-Vee
  Overland Park, KS
• 08/2018 → 05/2019
  Kansas State
  Manhattan, KS
• 05/2016 → 08/2018
  Hy-Vee
  Overland Park, KS
• 02/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2024-08-02 → 2026-02-17
  American Century Investments Private Client Group, Inc.
  Overland Park, KS
  Kansas City, MO
  Overland Park, KS
  Leawood, KS
  Kansas City, MO
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-02
• S63 Uniform Securities Agent State Law Examination
  2023-05-05