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Amanda Marie Rose

Creative Planning

Summerville, SC

Overland Park, KS

CRD 7904925

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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

AuthorityCategoryStatusDate
SC RA APPROVED 2024-05-14
  • SC RA
    APPROVED
    Since 2024-05-14

Branch Locations

Summerville, SC • 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
Creative Planning, Llc Charleston SC 01/2022 Present
Jbj Investment Partners Charleston SC 05/2021 12/2021
Synovus Bank Daniel Island SC 11/2018 04/2021
Wright Patt Credit Union Dayton OH 02/2014 10/2018
  • 01/2022 → Present
    Creative Planning, Llc
    Charleston, SC
  • 05/2021 → 12/2021
    Jbj Investment Partners
    Charleston, SC
  • 11/2018 → 04/2021
    Synovus Bank
    Daniel Island, SC
  • 02/2014 → 10/2018
    Wright Patt Credit Union
    Dayton, OH
Designations
  • Certified Financial Planner

View on SEC IAPD

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