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Creative Planning CRD 105348
$296B regulatory AUM 1,767 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-07-27 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heartland Soccer Association | Kansas City | KS | 08/2015 | 08/2022 |
| Jet Produce And Meat | Leavenworth | KS | 05/2020 | 08/2020 |
| Urban Lawn Care Llc | Atchison | KS | 08/2022 | 07/2023 |
| Camp Tekakwitha | Warrensburg | KS | 05/2022 | 08/2022 |
| Benedictine College | Atchison | KS | 08/2023 | 05/2024 |
| Agape Apparel Llc | Tonganoxie | KS | 12/2022 | Present |
| C.H. Robinson | Eden Prarie | MN | 05/2025 | 08/2025 |
| Big Cedar Lodge | Branson | KS | 05/2023 | 08/2023 |
| Creative Planning, Llc | Overland Park | KS | 06/2026 | Present |
| Benedictine College | Atchison | KS | 08/2022 | 05/2026 |
| Hemel Electric Llc | Lawrence | KS | 05/2024 | 08/2024 |
Agape Apparel LLC.; Not Investment Related; 20870 Parallel Rd. Tonganoxie KS, 66086; Selling of apparel and clothing; Operations; Co-Founder; Start 12/2022; 1 hour / month; 0 / month hours during securities trading hours; I run the back end of the business. Duties include order fulfillment, marketing, and operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-27 |
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