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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-10-29
KS RA APPROVED 2019-01-07
  • MO RA
    APPROVED
    Since 2025-10-29
  • KS RA
    APPROVED
    Since 2019-01-07

Branch Locations

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

5400 W 110Th St., Overland Park, KS 66211 • 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
Waddell & Reed Overland Park KS 10/2016 07/2018
Hamill Rentals Lawrence KS 10/2015 10/2016
Creative Planning Overland Park KS 07/2018 Present
  • 10/2016 → 07/2018
    Waddell & Reed
    Overland Park, KS
  • 10/2015 → 10/2016
    Hamill Rentals
    Lawrence, KS
  • 07/2018 → Present
    Overland Park, KS
Other Businesses

Uber; Kansas City, MO; Not Investment related; Position-Driver; Start 9/4/20; 30 hours per month with 0 hours during trading; Lyft; Kansas City, MO; Not Investment related; Position-Driver; Start 7/24/23; 10 hours per month with 0 hours during trading;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-07
  • S65 Uniform Investment Adviser Law Examination
    2019-01-07

View on SEC IAPD

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