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Alexis Houlihan

Creative Planning

Richmond, VA

Overland Park, KS

CRD 6813335

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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 2025-09-22
  • VA RA
    APPROVED
    Since 2025-09-22

Branch Locations

Richmond, VA • 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
Godsey & Gibb Wealth Management Richmond VA 11/2017 12/2018
Aspect Partners Fairfax VA 06/2017 10/2017
Virginia Tech University Blacksburg VA 09/2013 05/2017
Godsey & Gibb Wealth Management Richmond VA 01/2019 06/2020
Godsey & Gibb Wealth Management Richmond VA 06/2020 09/2025
Creative Planning, Llc Overland Park KS 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-28
  • S65 Uniform Investment Adviser Law Examination
    2017-12-28
Designations
  • Certified Financial Planner

View on SEC IAPD

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