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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-09-09 |
Branch Locations
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creative Planning, Llc | Overland Park | KS | 06/2024 | Present |
| Deloitte | Kansas City | MO | 01/2023 | 10/2023 |
| Marksnelson | Overland Park | KS | 10/2023 | 06/2024 |
| Benedictine College | Atchison | KS | 08/2018 | 12/2022 |
| Rsm | Kansas City | MO | 01/2022 | 04/2022 |
| St. James Academy High School | Lenexa | KS | 08/2014 | 05/2018 |
| Midwest Sports Productions | Lenexa | KS | 05/2014 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-09 |
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