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Creative Planning CRD 105348
$296B regulatory AUM 1,767 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-29 |
| FL | RA | APPROVED | 2021-12-21 |
Branch Locations
St. Petersburg, FL • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
2202 N. West Shore Blvd, Suite 213 Tampa, Florida, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keen Wealth Advisors | Overland Park | KS | 06/2019 | 05/2021 |
| Heim, Young And Associates | Springfield | MO | 09/2017 | 04/2018 |
| Cheddar'S Scratch Kitchen | Springfield | MO | 08/2017 | 04/2018 |
| Olive Garden | Springfield | MO | 05/2016 | 06/2017 |
| Missouri State University | Springfield | MO | 08/2014 | 05/2018 |
| Keen Wealth Advisors | Overland Park | KS | 06/2018 | 06/2019 |
| Sequoia Financial Group Llc | Tampa | FL | 07/2021 | 12/2021 |
| Sequoia Financial Advisors Llc | Tampa | FL | 07/2021 | 12/2021 |
| Creative Planning, Llc | Overland Park | KS | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-11 |
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