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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-01-06 |
| TX | RA | APPROVED_RES | 2021-01-06 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
707 Skokie Blvd, Suite 375, Northbrook, IL 60062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iron Financial, Llc | Chicago | IL | 01/1995 | 01/2021 |
| Creative Planning, Inc. | Northbrook | IL | 01/2021 | Present |
Buffalo Creek Apartments: Highland Park, IL; is investment related; Investor in the Limited Partnership that owns the property; 0 time spent on this business. Oasis Outdoor Ltd; Northbook, IL; is investment related; Investor in this real estate limited partnership; 0 time spent on this business. Beta lota, LLC; Northbook, IL; is investment related; Member of this limited partnership that invests in rental property; 1 hour spent each month/0 time during trading. Charles Schwab; Westlake, TX; is investment related; Advisory Board Member; nature of business-Schwab discusses potential services and products for the retirement plan market and asks board members opinions; start date 11.11.19; 1 hour per month/0 hours during trading; Voluntary no compensation. Epic Retirement Plan Services; Rochester, NY; is investment related; Advisory Board Member; nature of business-Epic previews potential services and products for advisory board members options; start date 6.1.2020; 1 hour per month/0 hours during trading; Voluntary no compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-05 |
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