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Rashaad Kaiser

Creative Planning

Overland Park, KS

The Woodlands, TX

Shenandoah, TX

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-07-18
TX RA APPROVED 2022-11-08
  • LA RA
    APPROVED
    Since 2023-07-18
  • TX RA
    APPROVED
    Since 2022-11-08

Branch Locations

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

1330 Lake Robbins Drive Suite 440, The Woodlands, TX 77380 • United States

Shenandoah, TX • 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
Jp Morgan Securities Llc Marrero LA 10/2016 11/2022
Jpmorgan Chase Bank Marrero LA 10/2016 10/2019
Gardner Realtors New Orleans LA 01/2016 10/2016
Jp Morgan Chase Bank, N.A Metairie LA 10/2019 11/2022
Creative Planning, Llc Overland Park KS 11/2022 Present
  • 10/2016 → 11/2022
    Jp Morgan Securities Llc
    Marrero, LA
  • 10/2016 → 10/2019
    Jpmorgan Chase Bank
    Marrero, LA
  • 01/2016 → 10/2016
    Gardner Realtors
    New Orleans, LA
  • 10/2019 → 11/2022
    Jp Morgan Chase Bank, N.A
    Metairie, LA
  • 11/2022 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-01
  • S66 Uniform Combined State Law Examination
    2019-11-01
Designations
Other Names
  • Rashaad Kaiser
  • Rashaad Joseph Kaiser

View on SEC IAPD

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MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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