Zachary Taylor Lyman

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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-09-01
KS	RA	APPROVED	2018-10-04

TX RA
APPROVED

Since 2023-09-01
KS RA
APPROVED

Since 2018-10-04

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Creative Planning	Overland Park	KS	05/2017	Present
Kpmg	Kansas City	MO	10/2015	05/2017

05/2017 → Present

Creative Planning

Overland Park, KS
10/2015 → 05/2017

Kpmg

Kansas City, MO

Employer firm

Current Employers

Creative Planning

Disclosures

Employment History

Designations

Nearby Firms

Nearby Investors

Nearby Offices

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