Best Investors Account Sign in
Inactive

Matthew Ryan Kennedy

Creative Planning

Overland Park, KS

CRD 7787773

Claim This Profile
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
KS RA APPROVED 2023-10-05
  • KS RA
    APPROVED
    Since 2023-10-05

Branch Locations

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 06/2023 Present
Amc Theaters Leawood KS 05/2017 08/2017
Blue Valley High School Stilwell KS 08/2015 05/2019
Waterway Gas & Wash Leawood KS 12/2017 05/2021
Mission Hills Country Club Mission Hills KS 05/2021 08/2021
Kansas State University Manhattan KS 08/2019 05/2023
Commerce Bank Kansas City MO 05/2022 08/2022
  • 06/2023 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 05/2017 → 08/2017
    Amc Theaters
    Leawood, KS
  • 08/2015 → 05/2019
    Blue Valley High School
    Stilwell, KS
  • 12/2017 → 05/2021
    Waterway Gas & Wash
    Leawood, KS
  • 05/2021 → 08/2021
    Mission Hills Country Club
    Mission Hills, KS
  • 08/2019 → 05/2023
    Kansas State University
    Manhattan, KS
  • 05/2022 → 08/2022
    Commerce Bank
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-05
  • S65 Uniform Investment Adviser Law Examination
    2023-10-05
Designations
  • Certified Financial Planner
Other Names
  • Matt Kennedy

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Overland Park, KS

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor