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Elizabeth Jane Mcleod

Creative Planning

Goodyear, AZ

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-01-13
TX RA APPROVED_RES 2019-02-06
KS RA APPROVED 2018-08-17
  • AZ RA
    APPROVED
    Since 2026-01-13
  • TX RA
    APPROVED_RES
    Since 2019-02-06
  • KS RA
    APPROVED
    Since 2018-08-17

Branch Locations

Goodyear, AZ • 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
Paragon Capital Management, Llc Overland Park KS 11/2001 08/2018
Creative Planning Overland Park KS 08/2018 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-06-13
S63 Uniform Securities Agent State Law Examination 1986-05-28
  • S65 Uniform Investment Adviser Law Examination
    1995-06-13
  • S63 Uniform Securities Agent State Law Examination
    1986-05-28

View on SEC IAPD

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