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Caley Renee Coss

Creative Planning

Overland Park, KS

West Sacramento, CA

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-17
  • CA RA
    APPROVED
    Since 2024-10-17

Branch Locations

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

West Sacramento, CA • 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
Edward Jones St Louis MO 11/2017 05/2023
Cunningham Engineering Corporation Sacramento CA 07/2016 11/2017
Emerald Wealth Management Zephyr Cove NV 05/2023 06/2024
Raymond James Financial Services, Inc. Zephyr Cove NV 05/2023 06/2024
Raymond James Financial Services Advisors, Inc. Zephyr Cove NV 05/2023 06/2024
Creative Planning, Llc Overland Park KS 10/2024 Present
Unemployed Zyphyr Cove NV 06/2024 10/2024
  • 11/2017 → 05/2023
    Edward Jones
    St Louis, MO
  • 07/2016 → 11/2017
    Cunningham Engineering Corporation
    Sacramento, CA
  • 05/2023 → 06/2024
    Emerald Wealth Management
    Zephyr Cove, NV
  • 05/2023 → 06/2024
    Raymond James Financial Services, Inc.
    Zephyr Cove, NV
  • 05/2023 → 06/2024
    Raymond James Financial Services Advisors, Inc.
    Zephyr Cove, NV
  • 10/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 06/2024 → 10/2024
    Unemployed
    Zyphyr Cove, NV
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-13
  • S66 Uniform Combined State Law Examination
    2018-01-13
Designations

View on SEC IAPD

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DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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