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Ramesh Babu Poola

Creative Planning

Overland Park, KS

Oakbrook, IL

Naperville, IL

CRD 7716793

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Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-03-27
  • IL RA
    APPROVED
    Since 2023-03-27

Branch Locations

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

1515 22Nd Street Suite 850, Oakbrook, IL 60523 • United States

Naperville, IL • 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
Iron Financial, Llc Northbrook IL 11/2009 12/2020
Creative Planning, Llc Oakbrook IL 01/2021 Present
  • 11/2009 → 12/2020
    Iron Financial, Llc
    Northbrook, IL
  • 01/2021 → Present
    Creative Planning, Llc
    Oakbrook, IL
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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