Shane Alan Martin

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2023 → 01/2024
  Central Bank
  Lee's Summit, MO
• 11/2019 → 03/2023
  Movement Mortgage
  Olathe, KS
• 02/2016 → 10/2019
  Arvest Bank
  Leawood, KS
• 02/2024 → 12/2024
  Rsg Investments Llc
  Overland Park, KS
• 01/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2024-02-16 → 2024-12-11
  Rsg Investments Llc
  Overland Park, KS

Other Businesses

1.Properties to Homes LLC 11110 Norby Rd. Series LLC a.Not investment related b.Mailing for the LLC is sent to my personal address. 10504 Cleveland Ave., Kansas City, MO 64137. c.Investment Property d.100% owner e.2020 the LLC was formed. f.4 hours a week for all investment properties outside of trading hours. g.Managing income and expenses for the property. 2.Properties to Homes LLC 3700 E 106th Series LLC a.Not investment related b.Mailing for the LLC is sent to my personal address. 10504 Cleveland Ave., Kansas City, MO 64137. c.Investment Property d.50% owner, other 50% owned by business partner Karen Martin. e.2020 the LLC was formed. f.4 hours a week for all investment properties outside of trading hours. g.Managing income and expenses for the property. Also, manage maintenance on the property. 3.Properties to Homes LLC 4312 E 115th Series LLC a.Not investment related b.Mailing for the LLC is sent to my personal address. 10504 Cleveland Ave., Kansas City, c.Investment Property d.50% owner, other 50% owned by business partner Karen Martin. e.2020 the LLC was formed. f.4 hours a week for all investment properties outside of trading hours. g.Managing income and expenses for the property. Also, manage maintenance on the property. 4.Properties to Homes LLC 10707 Indiana Ave Series LLC a.Not investment related b.Mailing for the LLC is sent to my personal address. 10504 Cleveland Ave., Kansas City, MO 64137. c.Investment Property d.50% owner, other 50% owned by business partner Daniel Thomas. e.2020 the LLC was formed. f.4 hours a week for all investment properties outside of trading hours. g.Managing income and expenses for the property. Also, manage maintenance on the property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-10