Max Severson Collins

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

• 01/2023 → Present
  Creative Planning, Llc
  Overland Park, KS
• 06/2022 → 12/2022
  Deluxe Corporation
  Lenexa, KS
• 06/2021 → 08/2021
  Helzberg Diamonds
  Kansas City, MO
• 06/2019 → 09/2019
  United Beverage
  Kansas City, MO
• 12/2018 → 01/2019
  Breakaway Sports Marketing
  Dallas, TX
• 09/2021 → 05/2022
  Oread Hotel
  Lawrence, KS
• 12/2020 → 05/2021
  Meyers Liquor
  Lawrence, KS
• 04/2017 → 07/2017
  Kansas City Country Club
  Fairway, KS
• 08/2014 → 05/2018
  Shawnee Mission East High School
  Prairie Village, KS
• 08/2019 → 05/2022
  University Of Kansas
  Lawrence, KS
• 08/2018 → 05/2019
  Texas Christian University
  Ft. Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-04

Designations

• Certified Financial Planner