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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-10-03
  • AZ RA
    APPROVED
    Since 2025-10-03

Branch Locations

Phoenix, AZ • United States

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

14850 N. Scottsdale Rd, Suite 280, Scottsdale, AZ 85254 • 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
The Vanguard Group, Inc. Scottsdale AZ 09/2016 08/2022
Morgan Stanley Tempe AZ 09/2022 09/2025
Creative Planning, Llc Overland Park KS 09/2025 Present
  • 09/2016 → 08/2022
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 09/2022 → 09/2025
    Tempe, AZ
  • 09/2025 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-27
S63 Uniform Securities Agent State Law Examination 2016-11-02
  • S66 Uniform Combined State Law Examination
    2022-10-27
  • S63 Uniform Securities Agent State Law Examination
    2016-11-02
Other Names
  • Ryan Schall

View on SEC IAPD

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