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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-03-19 |
Branch Locations
5700 W. 112Th St. Suite 500, 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 | 12/2024 |
| Unemployed | Overland Park | KS | 08/2022 | 06/2023 |
| Crb Group | Kansas City | MO | 06/2021 | 08/2022 |
| Unemployed | Manhattan | KS | 08/2018 | 06/2021 |
| Self-Employed | Overland Park | KS | 07/2013 | 08/2018 |
| Mariner | Overland Park | KS | 12/2024 | 03/2025 |
| Mariner | Overland Park | KS | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-09 |
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