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 |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-12 |
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 |
|---|---|---|---|---|
| Creative Planning, Llc | Overland Park | KS | 08/2026 | Present |
| Frontline Missions International | Taylors | SC | 06/2024 | 07/2026 |
| Blue Trust | Greenville | SC | 11/2021 | 05/2024 |
| Unemployed | Taylors | SC | 08/2021 | 10/2021 |
| Frontline Missions International | Casablanca | 05/2021 | 07/2021 | |
| Bob Jones University | Greenville | SC | 08/2018 | 05/2021 |
| Alliance Francaise | Bordeaux | 06/2018 | 07/2018 | |
| Bob Jones University | Greenville | SC | 08/2015 | 05/2018 |
| Kelly's Ice Cream | Mount Bethel | PA | 05/2013 | 08/2019 |
| Bob Jones University | Greenville | SC | 08/2014 | 05/2021 |
Reach out to this advisor