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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-06-24 |
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 |
|---|---|---|---|---|
| Mader & Shannon Wealth Management | Kansas City | MO | 04/2016 | 01/2019 |
| Mader & Shannon Wealth Management | Kansas City | MO | 01/2019 | 06/2024 |
| Creative Planning, Llc | Overland Park | KS | 06/2024 | Present |
Name of Business: Mutual of Omaha Investment Related: No Address: 3300 Mutual of Omaha Plaza, Omaha, NE 68175 Nature: Life Insurance Title: Agent of Record Start Date of Relationship - 12/1/2023 Hours/Month - 0 Hours w/in trading hours - 0 As agent of record will receive de minimis trailing commission. Name of Business : Protective Life Investment Related: No Address: 2801 Highway 280 South, Birmingham, AL 35223 Nature: Life Insurance Title: Agent of Record Start Date of Relationship - 2/1/2021 Hours/Month - 0 Hours w/in trading hours - 0 As agent of record will receive de minimis trailing commission.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-18 |
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