Inactive

Nicholas Michael Hershey

Creative Planning

Overland Park, KS

CRD 7826726

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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

Authority	Category	Status	Date
TN	RA	APPROVED	2025-09-15

TN RA
APPROVED

Since 2025-09-15

Branch Locations

Nashville, TN • 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

Organization	City	State	From	To
Creative Planning, Llc	Gilbert	AZ	03/2022	Present
Keystone Wealth Partners	Chandler	AZ	07/2021	03/2022
Sundt Construction	Tempe	AZ	05/2019	07/2021
Grand Canyon Athletics	Phoenix	AZ	08/2018	07/2021
Rural Electric	Mesa	AZ	06/2018	08/2018
High School (Unemployed)	Gilbert	AZ	01/2013	05/2018

03/2022 → Present

Creative Planning, Llc

Gilbert, AZ
07/2021 → 03/2022

Keystone Wealth Partners

Chandler, AZ
05/2019 → 07/2021

Sundt Construction

Tempe, AZ
08/2018 → 07/2021

Grand Canyon Athletics

Phoenix, AZ
06/2018 → 08/2018

Rural Electric

Mesa, AZ
01/2013 → 05/2018

High School (Unemployed)

Gilbert, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-10-24

S65 Uniform Investment Adviser Law Examination

2023-10-24

View on SEC IAPD

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