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Kevin Christopher Schmeits

Creative Planning

Louisville, CO

Overland Park, KS

Creative Planning Institutional Advisors, LLC

Louisville, CO

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-12
CO RA APPROVED 2025-12-11
  • TX RA
    APPROVED_RES
    Since 2025-12-12
  • CO RA
    APPROVED
    Since 2025-12-11

Branch Locations

726 Front Street, Suite 210, Louisville, CO 80027 • United States

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

Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2017-11-09
  • CO RA
    APPROVED
    Since 2017-11-09

Branch Locations

726 Front Street Suite 210, Louisville, CO 80027 • 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 Institutional Advisors, Llc Newport Beach CA 07/2017 Present
Sageview Advisory Group, Llc Irvine CA 06/2016 06/2017
Creative Planning, Llc Louisville CO 12/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-09
  • S65 Uniform Investment Adviser Law Examination
    2017-11-09

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LOUISVILLE, CO
GAINLINE FINANCIAL PARTNERS, LLC · LOUISVILLE, CO
EDWARD JONES · LOUISVILLE, CO
SIMMONS INVESTMENT MANAGEMENT LLC · LOUISVILLE, CO
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