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Walter John Nockett

Creative Planning

Overland Park, KS

Mclean, VA

CRD 6707314

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Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-01
VA RA APPROVED 2021-04-19
  • TX RA
    APPROVED
    Since 2023-09-01
  • VA RA
    APPROVED
    Since 2021-04-19

Branch Locations

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

8444 Westpark Drive, Suite 610, Mclean, VA 22102 • 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
Cambridge Associates, Llc Arlington VA 12/2015 09/2016
Sullivan, Bruyette, Speros & Blayney, Llc Mclean VA 09/2016 04/2021
Creative Planning, Llc. Overland Park KS 04/2021 Present
  • 12/2015 → 09/2016
    Cambridge Associates, Llc
    Arlington, VA
  • 09/2016 → 04/2021
    Sullivan, Bruyette, Speros & Blayney, Llc
    Mclean, VA
  • 04/2021 → Present
    Creative Planning, Llc.
    Overland Park, KS
Previous Registrations
  • 2016-09-20 → 2021-04-13
    Sbsb Financial Advisors
    Mclean, VA
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

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