Inactive

William David Carroll

Creative Planning

Overland Park, KS

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Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2024-08-20

KS RA
APPROVED

Since 2024-08-20

Branch Locations

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	Overland Park	KS	06/2024	Present
Manhattan Running Company	Manhattan	KS	07/2023	11/2023
Country Club Bank	Kansas City	MO	06/2023	08/2023
Kansas State University	Manhattan	KS	08/2020	05/2024
Dahmer Construction Services	Grandview	MO	03/2020	12/2022
Lee's Summit West High School	Lee's Summit	MO	08/2016	05/2020

06/2024 → Present

Creative Planning, Llc

Overland Park, KS
07/2023 → 11/2023

Manhattan Running Company

Manhattan, KS
06/2023 → 08/2023

Country Club Bank

Kansas City, MO
08/2020 → 05/2024

Kansas State University

Manhattan, KS
03/2020 → 12/2022

Dahmer Construction Services

Grandview, MO
08/2016 → 05/2020

Lee's Summit West High School

Lee's Summit, MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-19

S65 Uniform Investment Adviser Law Examination

2024-08-19

View on SEC IAPD

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