Natalie Rose Kurland

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

• 05/2018 → 08/2018
  City Of Shawnee
  Shawnee, KS
• 05/2020 → 09/2021
  Lake Quivira Country Club
  Lake Quivira, KS
• 05/2022 → 01/2023
  Spin! Neapolitan Pizza
  Lenexa, KS
• 05/2023 → 08/2023
  Rally House
  Lenexa, KS
• 06/2024 → 08/2024
  Palmer Square Capital Management
  Mission, KS
• 05/2025 → 08/2025
  Charles Schwab
  Chicago, IL
• 11/2025 → 01/2026
  Voya Financial
  Overland Park, KS
• 01/2024 → 05/2026
  University Of Kansas
  Lawrence, KS
• 06/2026 → Present
  Creative Planning, Llc
  Overland Park, KS
• 08/2009 → 05/2018
  Good Shepherd Catholic School
  Shawnee, KS
• 08/2018 → 05/2022
  St. James Academy Highschool
  Lenexa, KS
• 08/2022 → 05/2026
  University Of Kansas
  Lawrence, KS
• 05/2025 → 05/2026
  Jayhawk Cafe
  Lawrence, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-31