Best Investors
Account
Sign in
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 | 2026-07-21 |
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 |
|---|---|---|---|---|
| Unemployed | Leawood | KS | 01/2015 | 03/2020 |
| Trek Bicycle Corporation | Shawnee | KS | 03/2020 | 09/2020 |
| Milburn Golf And Country Club | Overland Park | KS | 06/2021 | 08/2021 |
| Unemployed | Leawood | KS | 09/2020 | 06/2021 |
| Unemployed | Leawood | KS | 08/2021 | 05/2022 |
| Home City Ice | Kansas City | KS | 05/2022 | 08/2022 |
| Full-Time Student | Manhattan | KS | 08/2022 | 05/2023 |
| Home City Ice | Kansas City | KS | 05/2023 | 08/2023 |
| Full-Time Student | Manhattan | KS | 08/2023 | 05/2024 |
| Home City Ice | Kansas City | KS | 05/2024 | 08/2024 |
| Full-Time Student | Manhattan | KS | 08/2024 | 05/2025 |
| Forvis Mazars | Kansas City | MO | 05/2025 | 08/2025 |
| Full-Time Student | Manhattan | KS | 08/2025 | 05/2026 |
| Creative Planning, Llc | Overland Park | KS | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-21 |
Reach out to this advisor