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Inactive

Derrick Williams

Creative Planning

Metairie, LA

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-28
LA RA APPROVED 2022-07-19
KS RA APPROVED 2022-01-27
  • TX RA
    APPROVED
    Since 2023-08-28
  • LA RA
    APPROVED
    Since 2022-07-19
  • KS RA
    APPROVED
    Since 2022-01-27

Branch Locations

3330 W. Esplanade Ave. S. Suite 509, Metairie, LA 70002 • 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
Securian Financial Services Inc. St. Paul MN 06/2017 06/2018
Minnesota Life St. Paul MN 06/2017 06/2018
Renaissance Financial Corporation Overland Park KS 06/2017 06/2018
Jayhawk Cafe Lawrence KS 08/2016 08/2017
Multicultural Business Programs Lawrence KS 08/2016 05/2017
Ku Endowment Lawrence KS 08/2016 12/2016
Jayhawk Cafe Lawrence KS 08/2018 10/2018
Morgan Stanley Kansas City MO 10/2018 02/2021
Morgan Stanley Private Bank, N.A New York NY 07/2019 02/2021
U.S. Bank Kansas City MO 02/2021 01/2022
U.S. Bancorp Investments, Inc. Kansas City MO 05/2021 01/2022
Creative Planning, Llc Metairie LA 01/2022 Present
  • 06/2017 → 06/2018
    Securian Financial Services Inc.
    St. Paul, MN
  • 06/2017 → 06/2018
    Minnesota Life
    St. Paul, MN
  • 06/2017 → 06/2018
    Renaissance Financial Corporation
    Overland Park, KS
  • 08/2016 → 08/2017
    Jayhawk Cafe
    Lawrence, KS
  • 08/2016 → 05/2017
    Multicultural Business Programs
    Lawrence, KS
  • 08/2016 → 12/2016
    Ku Endowment
    Lawrence, KS
  • 08/2018 → 10/2018
    Jayhawk Cafe
    Lawrence, KS
  • 10/2018 → 02/2021
    Morgan Stanley
    Kansas City, MO
  • 07/2019 → 02/2021
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 02/2021 → 01/2022
    U.S. Bank
    Kansas City, MO
  • 05/2021 → 01/2022
    U.S. Bancorp Investments, Inc.
    Kansas City, MO
  • 01/2022 → Present
    Creative Planning, Llc
    Metairie, LA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-15
  • S66 Uniform Combined State Law Examination
    2017-08-15
Designations
Other Names
  • Derrick Thomas Rashaun Williams

View on SEC IAPD

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