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Kevin Tietz

Creative Planning

Lawrence, KS

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-10-07
  • KS RA
    APPROVED
    Since 2024-10-07

Branch Locations

645 Massachusetts Street Suite 300, Lawrence, KS 66044 • 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
OrganizationCityStateFromTo
Edmonds Duncan Registered Investment Advisors, Llc Lawrence KS 06/2023 10/2024
Pursch Kaplan And Sterling Lawrence KS 06/2023 10/2024
Young Life Lawrence KS 08/2015 06/2023
Creative Planning, Llc Overland Park KS 10/2024 Present
  • 06/2023 → 10/2024
    Edmonds Duncan Registered Investment Advisors, Llc
    Lawrence, KS
  • 06/2023 → 10/2024
    Pursch Kaplan And Sterling
    Lawrence, KS
  • 08/2015 → 06/2023
    Young Life
    Lawrence, KS
  • 10/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
  • 2023-07-25 → 2024-12-05
    Edmonds Duncan Registered Investment Advisors, Llc
    Lawrence, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-25
  • S65 Uniform Investment Adviser Law Examination
    2023-07-25

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
MATTERN WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVEONE SECURITIES, LLC
RETIREMENT PORTFOLIOS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES

Other Investors

JERALD LLOYD SAMP
JENNIFER KAY STAMMEYER
Kristen Elizabeth Samp
RODNEY BRYAN MILLER
DALE STEVEN BOURNE
RYAN KENNETH LOHMEYER
MATTHEW FREDRICK NEIS
THOMAS WILLIAM LOHMEYER

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · LAWRENCE, KS
LPL FINANCIAL LLC · LAWRENCE, KS
LPL FINANCIAL LLC · Lawrence, KS
MATTERN WEALTH MANAGEMENT LLC · LAWRENCE, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Lawrence, KS
CREATIVEONE SECURITIES, LLC · LAWRENCE, KS
RETIREMENT PORTFOLIOS, LLC · LAWRENCE, KS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAWRENCE, KS

More in Lawrence, KS

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