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Cole James Gustke

Creative Planning

Overland Park, KS

Wausau, WI

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-10-04
  • WI RA
    APPROVED
    Since 2022-10-04

Branch Locations

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

500 N 1St Street Suite 7000, Wausau, WI 54403 • 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
University Of Wisconsin-Madison Madison WI 09/2014 05/2018
Hewins Financial Advisors, Llc. Wausau WI 05/2017 05/2018
Wipfli Financial Advisors, Llc Wausau WI 06/2018 03/2020
Wipfli Financial Advisors, Llc Wausau WI 04/2020 09/2022
Creative Planning, Llc Wausau WI 10/2022 Present
  • 09/2014 → 05/2018
    University Of Wisconsin-Madison
    Madison, WI
  • 05/2017 → 05/2018
    Hewins Financial Advisors, Llc.
    Wausau, WI
  • 06/2018 → 03/2020
    Wipfli Financial Advisors, Llc
    Wausau, WI
  • 04/2020 → 09/2022
    Wipfli Financial Advisors, Llc
    Wausau, WI
  • 10/2022 → Present
    Creative Planning, Llc
    Wausau, WI
Previous Registrations
  • 2018-03-09 → 2022-10-12
    Wipfli Financial Advisors, Llc
    Wausau, WI
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-09
  • S65 Uniform Investment Adviser Law Examination
    2018-03-09
Designations

View on SEC IAPD

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DEANN MICHELE ELMORE
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Other Offices

MARINER · OVERLAND PARK, KS
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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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