Cole Tripp, financial advisor Overland Park KS

Cole Tripp

CRD Number: 6713320
Current Firm: Creative Planning

Cole Tripp (CRD# 6713320) 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 Overland Park, KS Jul 2018 - Current 3
Waddell & Reed Overland Park, KS Oct 2016 - Jul 2018 1
Hamill Rentals Lawrence, KS Oct 2015 - Oct 2016 1
Fedex Express Lenexa, KS Jun 2013 - Oct 2015 2
Unemployed Lawrence, KS Aug 2012 - Jun 2013 < 1
Fry-wagner Moving And Storage Lenexa, KS Jun 2012 - Aug 2012 < 1
Unemployed Lawrence, KS Aug 2011 - Jun 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2019
Contact Info for Cole G. Tripp
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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