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Inactive

Krisha Meghann Kozlowski

Creative Planning

Des Peres, MO

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-08-29
  • MO RA
    APPROVED
    Since 2023-08-29

Branch Locations

12818 Daylight Circle, Des Peres, MO 63131 • 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
Brian Toennies & Associates Saint Louis MO 10/2007 05/2018
Unemployed Saint Louis MO 06/2018 09/2018
Mueller Prost Pc Clayton MO 10/2018 06/2021
Wipfli Clayton MO 06/2021 11/2021
Paradigm Financial Advisors Des Peres MO 11/2021 12/2021
Creative Planning, Llc Des Peres MO 01/2022 Present
  • 10/2007 → 05/2018
    Brian Toennies & Associates
    Saint Louis, MO
  • 06/2018 → 09/2018
    Unemployed
    Saint Louis, MO
  • 10/2018 → 06/2021
    Mueller Prost Pc
    Clayton, MO
  • 06/2021 → 11/2021
    Wipfli
    Clayton, MO
  • 11/2021 → 12/2021
    Paradigm Financial Advisors
    Des Peres, MO
  • 01/2022 → Present
    Creative Planning, Llc
    Des Peres, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-28
  • S65 Uniform Investment Adviser Law Examination
    2023-08-28

View on SEC IAPD

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Other Offices

CORNERSTONE WEALTH MANAGEMENT, LLC · DES PERES, MO
LPL FINANCIAL LLC · DES PERES, MO
CORNERSTONE WEALTH MANAGEMENT, LLC · Des Peres, MO
CORNERSTONE WEALTH MANAGEMENT, LLC · Des Peres, MO
CORNERSTONE WEALTH MANAGEMENT, LLC · Des Peres, MO
CORNERSTONE WEALTH MANAGEMENT, LLC · DES PERES, MO
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