Inactive

Joshua Michael Falbe

Creative Planning

Overland Park, KS

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Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2021-06-04
TX	RA	APPROVED	2019-02-18

IL RA
APPROVED

Since 2021-06-04
TX RA
APPROVED

Since 2019-02-18

Branch Locations

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

Chicago, IL • 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

Organization	City	State	From	To
Creative Planning	Overland Park	KS	10/2016	Present
Empower Retirement	Overland Park	KS	06/2014	09/2016

10/2016 → Present

Creative Planning

Overland Park, KS
06/2014 → 09/2016

Empower Retirement

Overland Park, KS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-04-25

S65 Uniform Investment Adviser Law Examination

2017-04-25

View on SEC IAPD

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Other Investors

ALANA DENNEY SCOTT

MARK RICHARD VLASIC

MATTHEW DOUGLAS FISHER

KATRINA DELORES RADENBERG

JAMES KENNETH VIERS

DEANN MICHELE ELMORE

BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS

MARINER INDEPENDENT · OVERLAND PARK, KS

MARINER WEALTH · OVERLAND PARK, KS

MARINER · OVERLAND PARK,, KS

PCG WEALTH MANAGEMENT · OVERLAND PARK, KS

MARINER ADVISOR NETWORK · OVERLAND PARK, KS

ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS

AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

More in Overland Park, KS

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