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Luke Seiderman

Creative Planning

Overland Park, KS

Walnut Creekc, CA

CRD 6753311

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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
CA RA APPROVED 2019-03-11
  • TX RA
    APPROVED
    Since 2023-08-29
  • CA RA
    APPROVED
    Since 2019-03-11

Branch Locations

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

1331 N. California Boulevard, Suite 100, Walnut Creekc, CA 94596 • 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
Vista Wealth Management San Francisco CA 02/2015 07/2018
Vista Wealth Management Group, Llc Palo Alto CA 08/2018 03/2019
Creative Planning Overland Park KS 03/2019 Present
  • 02/2015 → 07/2018
    Vista Wealth Management
    San Francisco, CA
  • 08/2018 → 03/2019
    Vista Wealth Management Group, Llc
    Palo Alto, CA
  • 03/2019 → Present
    Creative Planning
    Overland Park, KS
Previous Registrations
  • 2018-08-14 → 2019-03-29
    Adero Partners, Llc
    Palo Alto, CA
  • 2017-02-02 → 2018-08-13
    Vista Wealth Management, Llc
    Palo Alto, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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