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Inactive

Sarah Elizabeth Patton

Creative Planning

Overland Park, KS

Hockley, TX

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-03
  • TX RA
    APPROVED
    Since 2026-02-03

Branch Locations

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

Hockley, TX • 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
Massage Heights Katy TX 04/2014 12/2018
Willis Johnson & Associates Houston TX 01/2019 05/2019
Mutual Of Omaha Houston TX 06/2019 08/2019
Willis Johnson & Associates Houston TX 08/2019 11/2019
Heritage Wealth Management Houston TX 01/2020 01/2026
Creative Planning, Llc Overland Park KS 01/2026 Present
  • 04/2014 → 12/2018
    Massage Heights
    Katy, TX
  • 01/2019 → 05/2019
    Willis Johnson & Associates
    Houston, TX
  • 06/2019 → 08/2019
    Mutual Of Omaha
    Houston, TX
  • 08/2019 → 11/2019
    Willis Johnson & Associates
    Houston, TX
  • 01/2020 → 01/2026
    Heritage Wealth Management
    Houston, TX
  • 01/2026 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-07
  • S65 Uniform Investment Adviser Law Examination
    2023-04-07
Designations
Other Names
  • Sarah Elizabeth Jagodzinki
  • Sarah Elizabeth Jagodzinski

View on SEC IAPD

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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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