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James Martin Hall

Creative Planning

Overland Park, KS

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 2022-07-27
MO RA APPROVED 2021-12-17
TX RA APPROVED 2021-12-17
  • KS RA
    APPROVED
    Since 2022-07-27
  • MO RA
    APPROVED
    Since 2021-12-17
  • TX RA
    APPROVED
    Since 2021-12-17

Branch Locations

5400 W. 110Th Street, Overland Park, KS 66211 • United States

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
Lockton Companies Llc Kansas City MO 08/2016 12/2021
Lockton Financial Advisors Kansas City MO 08/2016 12/2021
Lockton Investment Advisors Kansas City MO 08/2016 12/2021
Creative Planning, Llc Overland Park KS 12/2021 Present
  • 08/2016 → 12/2021
    Lockton Companies Llc
    Kansas City, MO
  • 08/2016 → 12/2021
    Lockton Financial Advisors
    Kansas City, MO
  • 08/2016 → 12/2021
    Lockton Investment Advisors
    Kansas City, MO
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Other Businesses

Austin James LLC; 231 Fairdale Rd, Salina, KS 67401; Travel to Cuba; .01 hours per month.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-09-26
  • S63 Uniform Securities Agent State Law Examination
    2016-09-26
Designations
Other Names
  • Quint Hall

View on SEC IAPD

Other Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
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

More in Overland Park, KS

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