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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 | 2026-07-25 |
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 |
|---|---|---|---|---|
| Monarch Inventory Services | Lenexa | KS | 05/2017 | 01/2020 |
| Waterway Carwash | Overland Park | KS | 01/2020 | 06/2022 |
| Brookridge Golf Course | Overland Park | KS | 08/2022 | 10/2022 |
| Best Buy | Overland Park | KS | 10/2022 | 01/2025 |
| Prime Capital Financial | Overland Park | KS | 06/2025 | 08/2025 |
| Cbiz | Kansas City | MO | 01/2026 | 04/2026 |
| Creative Planning, Llc | Overland Park | KS | 06/2026 | Present |
| Unemployed | Overland Park | KS | 06/2016 | 05/2017 |
| Kansas Stated University | Manhattan | KS | 01/2025 | 06/2025 |
| Kansas State University | Manhattan | KS | 08/2025 | 01/2026 |
| Unemployed | Overland Park | KS | 06/2022 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-24 |
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