Amy Beth Sharpe-verdugo

Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-06-10
TX	RA	APPROVED_RES	2019-02-06
MO	RA	APPROVED	2016-06-30

NC RA
APPROVED

Since 2026-06-10
TX RA
APPROVED_RES

Since 2019-02-06
MO RA
APPROVED

Since 2016-06-30

Branch Locations

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

Bahama , NC • United States

3600 Glenwood Ave, Suite 215, Raleigh, NC 27612 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Toolbox Heroes Handyman Services Llc	St. Louis	MO	10/2024	Present
Creative Planning	Overland Park	KS	05/2016	Present

10/2024 → Present

Toolbox Heroes Handyman Services Llc

St. Louis, MO
05/2016 → Present

Creative Planning

Overland Park, KS

Other Businesses

Name: Luxury Service, LLC; Not investment related; Location: Chesterfied, MO; Nature of business: real estate ownership; Start date: 2/17/21; Hours devoted per month: 5; 0 hours devoted during trading hours; Position: Co-owner of real estate with spouse. Name: Toolbox Heroes Handyman Services LLC; 8651 Highway N, Suite 100, #305, St. Louis, MO; Handyman services; Managing member, Start 10/2024; 10 hours/month; 0 hours/month during trading hours; Name: Everland Ventures 16 LLC; Investment related; 1936 Bruce B Downs Blvd, Suite 551, Wesley Chapel, FL; Real estate; Partner; Start 1/2022; 2 hours/month; 0 hours/month during trading hours; I am a passive investor in this professionally managed real estate portfolio where Luxury Services LLC is the entity owner of the properties. Name: The Orchard on Little River, LLC ; Not investment related; 502 John Jones Rd, Suite 551, Bahama, NC 27503; U-Pick Orchard; Owner; Start 6/3/2026; 10 hours / month; 0 hours / month during securities trading hours;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-06-30
S63	Uniform Securities Agent State Law Examination	1999-06-22

S65 Uniform Investment Adviser Law Examination

2016-06-30
S63 Uniform Securities Agent State Law Examination

1999-06-22

Other Names

Amy Beth Kwasny
Amy Beth Sharpe
Beth Sharpe-Verdugo
Amy Beth (Kwasny) Sharpe

View on SEC IAPD