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Kevin Michael Newell

Creative Planning

Charleston, SC

Mclean, VA

Overland Park, KS

CRD 7778096

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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
SC RA APPROVED 2026-07-02
VA RA APPROVED 2023-06-30
  • SC RA
    APPROVED
    Since 2026-07-02
  • VA RA
    APPROVED
    Since 2023-06-30

Branch Locations

Charleston, SC • United States

8444 Westpark Drive Suite 610, Mclean, VA 22102 • 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
Creative Planning, Llc Overland Park KS 10/2022 Present
Sbk Financial Richmond VA 07/2021 10/2022
High School And College Alexandria VA 06/2013 07/2021
  • 10/2022 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 07/2021 → 10/2022
    Sbk Financial
    Richmond, VA
  • 06/2013 → 07/2021
    High School And College
    Alexandria, VA
Designations
  • Certified Financial Planner

View on SEC IAPD

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