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Brian Roy Katzman

Creative Planning

Overland Park, KS

East Meadow, NY

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-12
  • NY RA
    APPROVED
    Since 2021-04-12

Branch Locations

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

East Meadow, NY • 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
Heller Wealth Management Melville NY 10/2005 01/2019
Creative Planning Overland Park KS 01/2019 Present
  • 10/2005 → 01/2019
    Heller Wealth Management
    Melville, NY
  • 01/2019 → Present
    Creative Planning
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-18
S63 Uniform Securities Agent State Law Examination 1986-04-04
  • S65 Uniform Investment Adviser Law Examination
    1999-10-18
  • S63 Uniform Securities Agent State Law Examination
    1986-04-04
Designations

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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