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Inactive

Kristi Dolan

Creative Planning

Leawood, KS

Overland Park, KS

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2022-07-27
  • KS RA
    APPROVED
    Since 2022-07-27

Branch Locations

Leawood, KS • United States

5400 W. 110Th Street, Overland Park, KS 66211 • 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
Lockton Companies, Llc Kansas City MO 06/2017 12/2021
Lockton Financial Advisors, Llc Kansas City MO 06/2017 12/2021
Lockton Investment Advisors Kansas City MO 01/2018 12/2021
Kansas State Univiersity Manhattan KS 08/2013 05/2017
Creative Planning, Llc Overland Park KS 12/2021 Present
  • 06/2017 → 12/2021
    Lockton Companies, Llc
    Kansas City, MO
  • 06/2017 → 12/2021
    Lockton Financial Advisors, Llc
    Kansas City, MO
  • 01/2018 → 12/2021
    Lockton Investment Advisors
    Kansas City, MO
  • 08/2013 → 05/2017
    Kansas State Univiersity
    Manhattan, KS
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-02-17
S65 Uniform Investment Adviser Law Examination 2018-05-02
  • S63 Uniform Securities Agent State Law Examination
    2021-02-17
  • S65 Uniform Investment Adviser Law Examination
    2018-05-02
Other Names
  • Kristi Katlin
  • Kristi Marie Katlin
  • Kristi Dolan

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST NATIONAL ADVISERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TFB ADVISORS, LLC
BEACON WEALTH ADVISORY
FREESTATE ADVISORS LLC
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Other Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

More in Leawood, KS

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