Allison Pollakowski, financial advisor Overland Park KS

Allison Pollakowski

CRD Number: 6669552
Current Firm: Creative Planning

Allison Pollakowski (CRD# 6669552) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Creative Planning Leawood, KS Jan 2018 - Current 3
University Of Missouri - Kansas City Kansas City, MO Aug 2014 - Dec 2017 3
Waddell And Reed Independence, MO Nov 2016 - Aug 2017 < 1
Fortuity Clothing Store Kansas City, MO Sep 2016 - Nov 2016 < 1
Principal Financial Overland Park, KS May 2016 - Aug 2016 < 1
Efl Associates Kansas City, MO Sep 2015 - May 2016 < 1
Thompson's Country Kitchen/morgan's Restaurant Odessa, MO Jun 2013 - Aug 2015 2
Odessa High School Odessa, MO Aug 2010 - Aug 2014 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2019
Contact Info for Allison C. Pollakowski
Phone Number: (866) 909-5148
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    90,034
    MILLIONS
  • Total Number of Accounts
    144,903
    ACCOUNTS
  • Average Account Value
    $621,338
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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