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Samuel Joel Wickline

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
LA RA APPROVED 2025-04-21
  • LA RA
    APPROVED
    Since 2025-04-21

Branch Locations

3330 West Esplanade Avenue 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
Jpmorgan Chase Bank Na New Orleans LA 08/2017 04/2025
Jpmorgan Securities Llc New Orleans LA 08/2017 04/2025
Jpmorgan Chase Columbus OH 05/2015 07/2017
Creative Planning, Llc Metairie LA 04/2025 Present
  • 08/2017 → 04/2025
    Jpmorgan Chase Bank Na
    New Orleans, LA
  • 08/2017 → 04/2025
    Jpmorgan Securities Llc
    New Orleans, LA
  • 05/2015 → 07/2017
    Jpmorgan Chase
    Columbus, OH
  • 04/2025 → Present
    Creative Planning, Llc
    Metairie, LA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-27
S63 Uniform Securities Agent State Law Examination 2017-10-26
  • S65 Uniform Investment Adviser Law Examination
    2024-03-27
  • S63 Uniform Securities Agent State Law Examination
    2017-10-26
Designations

View on SEC IAPD

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