Kyle Dale Wheeler

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

Authority	Category	Status	Date
MO	RA	APPROVED	2025-05-19
KS	RA	APPROVED	2023-04-25

MO RA
APPROVED

Since 2025-05-19
KS RA
APPROVED

Since 2023-04-25

Branch Locations

Lake Tapawingo, MO • 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

Organization	City	State	From	To
Bruno's Draft Kits	St. Louis	MO	06/2018	09/2018
Ford Groves	Jackson	MO	05/2017	05/2018
Jimmy John's	Cape Girardeau	MO	06/2016	05/2017
Creative Planning, Llc	Overland Park	KS	12/2018	Present
Southeast Missouri State University	Cape Girardeau	MO	08/2014	08/2018
Unemployed	Kansas City	MO	09/2018	12/2018

06/2018 → 09/2018

Bruno's Draft Kits

St. Louis, MO
05/2017 → 05/2018

Ford Groves

Jackson, MO
06/2016 → 05/2017

Jimmy John's

Cape Girardeau, MO
12/2018 → Present

Creative Planning, Llc

Overland Park, KS
08/2014 → 08/2018

Southeast Missouri State University

Cape Girardeau, MO
09/2018 → 12/2018

Unemployed

Kansas City, MO

Other Businesses

Dewey & Archie, LLC; Independence, MO; not investment related; Real Estate Rental; Partner/Owner; start 6.1.22; 5 hours per month/0 hours during trading

Designations

Certified Financial Planner

Other Names

Kyle Wheeler

View on SEC IAPD