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Eileen Kay

Creative Planning

Arlington, VA

Overland Park, KS

Mclean, VA

CRD 6757043

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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
VA RA APPROVED 2022-04-04
  • VA RA
    APPROVED
    Since 2022-04-04

Branch Locations

Arlington, VA • United States

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

8444 Westpark Drive Suite 610, Mclean, VA 22102 • 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, Llc Mclean VA 04/2021 Present
University Of Virginia Charlottesville VA 08/2015 05/2019
Oakheart Financial Group Charlottesville VA 02/2016 04/2019
Sullivan, Bruyette, Speros & Blayney, Inc. Mclean VA 07/2019 04/2021
  • 04/2021 → Present
    Creative Planning, Llc
    Mclean, VA
  • 08/2015 → 05/2019
    University Of Virginia
    Charlottesville, VA
  • 02/2016 → 04/2019
    Oakheart Financial Group
    Charlottesville, VA
  • 07/2019 → 04/2021
    Sullivan, Bruyette, Speros & Blayney, Inc.
    Mclean, VA
Designations
  • Certified Financial Planner
Other Names
  • Eileen Mayo Cunningham

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DELIBERATE CAPITAL

Nearby Investors

MICHAEL ANTHONY GARCIA
DAMIEN Rolando BARROS
Karla Maria Calcano Jimenez

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ARLINGTON, VA
DELIBERATE CAPITAL · ARLINGTON, VA

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