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Zachary Austin White

Creative Planning

Addison, TX

Dallas, TX

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-11-06
  • TX RA
    APPROVED
    Since 2017-11-06

Branch Locations

15303 Dallas Parkway, Tower Ii, Suite 460, Addison, TX 75001 • United States

Dallas, TX • 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
Creative Planning Overland Park KS 11/2017 Present
Tolleson Wealth Management Dallas TX 07/2014 10/2017
  • 11/2017 → Present
    Creative Planning
    Overland Park, KS
  • 07/2014 → 10/2017
    Tolleson Wealth Management
    Dallas, TX
Designations
Other Names
  • Zach Austin White
  • Zach White

View on SEC IAPD

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