Jeffrey Michael Barnthouse

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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-08-29
KS	RA	APPROVED	2017-10-26

TX RA
APPROVED

Since 2023-08-29
KS RA
APPROVED

Since 2017-10-26

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Creative Planning	Leawood	KS	11/2013	Present
Creative Planning	Leawood	KS	10/2017	Present

11/2013 → Present

Creative Planning

Leawood, KS
10/2017 → Present

Creative Planning

Leawood, KS

Employer firm

Current Employers

Creative Planning

Disclosures

Employment History

Designations

Nearby Firms

Nearby Investors

Nearby Offices

Reviews