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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 |
|---|---|---|---|
| KS | RA | APPROVED | 2023-07-07 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning, Llc | Overland Park | KS | 06/2023 | Present |
| Kansas City Athletic Cheer | Overland Park | KS | 08/2015 | 05/2017 |
| Nothing Bundt Cakes | Olathe | KS | 03/2017 | 03/2018 |
| Olathe East High School | Olathe | KS | 08/2015 | 05/2019 |
| J Alexanders | Overland Park | KS | 09/2018 | 11/2018 |
| Target | Overland Park | KS | 11/2018 | 07/2020 |
| Kites Bar And Grill | Manhattan | KS | 09/2020 | 01/2022 |
| 913 Nutrition | Overland Park | KS | 10/2020 | 03/2021 |
| Gibraltar Capital Management | Tulsa | OK | 06/2022 | 07/2022 |
| Kansas State University | Manhattan | KS | 08/2019 | 05/2023 |
| Kansas State University | Manhattan | KS | 08/2022 | 12/2022 |
| Cgn Advisors | Manhattan | KS | 01/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-24 |
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