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Inactive

Ivy Anne Brooks

Creative Planning

Overland Park, KS

Atlanta, GA

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-07-08
  • GA RA
    APPROVED
    Since 2024-07-08

Branch Locations

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

3630 Peachtree Road Ne Suite 300, Atlanta, GA 30326 • 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 Atlanta GA 04/2024 Present
Druid Hills Country Club Atlanta GA 05/2021 01/2022
Synovus Bank Columbus GA 07/2022 03/2024
Mercer University Atlanta GA 08/2021 05/2022
Lakeside High School Atlanta GA 08/2013 05/2017
University Of Georgia Athens GA 08/2017 05/2021
  • 04/2024 → Present
    Creative Planning, Llc
    Atlanta, GA
  • 05/2021 → 01/2022
    Druid Hills Country Club
    Atlanta, GA
  • 07/2022 → 03/2024
    Synovus Bank
    Columbus, GA
  • 08/2021 → 05/2022
    Mercer University
    Atlanta, GA
  • 08/2013 → 05/2017
    Lakeside High School
    Atlanta, GA
  • 08/2017 → 05/2021
    University Of Georgia
    Athens, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-25
  • S65 Uniform Investment Adviser Law Examination
    2024-06-25

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
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PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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