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CRD 6945136
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 |
|---|---|---|---|
| MN | RA | APPROVED | 2023-07-03 |
Branch Locations
St. Louis Park, MN • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
3800 American Blvd, Suite 1000, Bloomington, MN 55431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Minneapolis | MN | 06/2020 | 06/2021 |
| Walmart Distribution Center | Mankato | MN | 03/2020 | 05/2020 |
| Minnesota State University, Mankato | Mankato | MN | 08/2016 | 05/2020 |
| Number 4 American Bar And Grill | Mankato | MN | 08/2016 | 03/2020 |
| Northwestern Mutual | Edina | MN | 04/2018 | 11/2018 |
| Bergankdv Wealth Management, Llc | Bloomington | MN | 06/2021 | 06/2023 |
| Creative Planning, Llc | Bloomington | MN | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-17 |
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