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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 |
|---|---|---|---|
| KS | RA | APPROVED | 2025-05-02 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City | MO | 01/2020 | 04/2024 |
| United Heating And Cooling | Grandview | MO | 07/2018 | 12/2019 |
| Northwestern Mutual | Lee's Summit | MO | 12/2017 | 03/2018 |
| Olive Garden | Independence | MO | 06/2017 | 06/2019 |
| Ziggies Cafe | Springfield | MO | 05/2017 | 09/2017 |
| Meyer Library | Springfield | MO | 03/2015 | 05/2017 |
| Claris- Puige Fragrance | Independence | MO | 12/2014 | 12/2016 |
| Missouri State University | Springfield | MO | 08/2013 | 12/2017 |
| Empower Financial Services, Inc | Greenwood Village | CO | 06/2024 | 08/2024 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 06/2024 | 08/2024 |
| Creative Planning, Llc | Overland Park | KS | 09/2024 | Present |
Rental property; Investment-related; 1407 E. Salisbury Road, Independence, MO; Owner/landlord; Start 2/27/2026; 0 hours / month; 0 hours / month during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-05 |
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