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Lane Eugene Tryon

Creative Planning

Omaha, NE

Overland Park, KS

CRD 6750021

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Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-29
NE RA APPROVED 2017-03-13
  • TX RA
    APPROVED
    Since 2023-08-29
  • NE RA
    APPROVED
    Since 2017-03-13

Branch Locations

12925 West Dodge Road, Omaha, NE 68154 • United States

5454 W. 110Th Street, 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
Creative Planning Omaha NE 01/2017 Present
Powell, Ebert & Smolik, P.C. Austin TX 10/2013 01/2017
  • 01/2017 → Present
    Creative Planning
    Omaha, NE
  • 10/2013 → 01/2017
    Powell, Ebert & Smolik, P.C.
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-11
  • S65 Uniform Investment Adviser Law Examination
    2017-03-11
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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