Best Investors Account Sign in
Inactive

Bobby Dan Oppenheim

Creative Planning

Overland Park, KS

Claim This Profile
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2026-07-24
  • KS RA
    APPROVED
    Since 2026-07-24

Branch Locations

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
Shadow Glen Golf Club Olathe KS 09/2018 09/2024
Legacy Financial Strategies Overland Park KS 06/2025 08/2025
Creative Planning, Llc Overland Park KS 06/2026 Present
University Of Kansas Lawrence KS 08/2022 05/2026
Unemployed Olathe KS 01/2016 09/2018
  • 09/2018 → 09/2024
    Shadow Glen Golf Club
    Olathe, KS
  • 06/2025 → 08/2025
    Legacy Financial Strategies
    Overland Park, KS
  • 06/2026 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 08/2022 → 05/2026
    University Of Kansas
    Lawrence , KS
  • 01/2016 → 09/2018
    Unemployed
    Olathe, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-24
  • S65 Uniform Investment Adviser Law Examination
    2026-07-24

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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor