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Inactive

Ekaterini Roberts

Creative Planning

Overland Park, KS

Suffield, CT

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-08-07
  • CT RA
    APPROVED
    Since 2026-08-07

Branch Locations

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

Suffield, CT • 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
Mid Atlantic Capital Corporation West Hartford CT 07/2011 10/2017
Hooker & Holcombe Investment Advisors, Inc. West Hartford CT 01/2015 10/2017
Gyl Financial Synergies, Llc West Hartford CT 10/2017 11/2024
The Colony Group, Llc Boston MA 11/2024 12/2024
Connecticut Wealth Management Farmington CT 02/2025 03/2026
Creative Planning, Llc Overland Park KS 08/2026 Present
Unemployed Suffield CT 04/2026 07/2026
  • 07/2011 → 10/2017
    Mid Atlantic Capital Corporation
    West Hartford, CT
  • 01/2015 → 10/2017
    Hooker & Holcombe Investment Advisors, Inc.
    West Hartford, CT
  • 10/2017 → 11/2024
    Gyl Financial Synergies, Llc
    West Hartford, CT
  • 11/2024 → 12/2024
    The Colony Group, Llc
    Boston, MA
  • 02/2025 → 03/2026
    Connecticut Wealth Management
    Farmington, CT
  • 08/2026 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 04/2026 → 07/2026
    Unemployed
    Suffield, CT
Previous Registrations
  • 2025-02-20 → 2026-04-27
    Connecticut Wealth Management, Llc
    Farmington, CT
    Farmington, CT
  • 2024-11-07 → 2024-12-26
    Focus Partners Wealth, Llc
    West Hartford, CT
  • 2017-10-18 → 2024-12-06
    Gyl Financial Synergies, Llc
    West Hartford, CT
    West Hartford, CT
  • 2015-03-16 → 2017-10-12
    Hooker & Holcombe Investment Advisors, Inc.
    Glastonbury, CT
Other Businesses

Rental Property; Investment-related: 12D Pasco Drive, East Windsor, CT 06088; Owner; Start 9/3/2021; 0 hours / month; 0 hours / month during securities trading hours; Landlord

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-02-08
  • S63 Uniform Securities Agent State Law Examination
    2007-02-08
Designations
Other Names
  • Katerina Nikolaou
  • Ekaterina Nikolaou
  • Ekaterini Nikolaou
  • Katerina Roberts

View on SEC IAPD

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MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

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MATTHEW DOUGLAS FISHER
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KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

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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