Jeffrey Brownlee, financial advisor Overland Park KS

Jeffrey Brownlee

CRD Number: 7051389
Current Firm: Creative Planning

Jeffrey Brownlee (CRD# 7051389) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 2 years of experience in the finance industry. Jeffrey Brownlee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Creative Planning Overland Park, KS Oct 2018 - Current 2
Flint Hills Resources Wichita, KS Jun 2014 - Oct 2018 4
Kansas State University Manhattan, KS Aug 2009 - May 2014 4
Dairy Farmers Of America Kansas City, MO May 2013 - Aug 2013 < 1
State Of Kansas-div Of Budget Topeka, KS May 2011 - Aug 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2018
Contact Info for Jeffrey J. Brownlee
Phone Number: (866) 909-5148
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    75,589
    MILLIONS
  • Total Number of Accounts
    134,117
    ACCOUNTS
  • Average Account Value
    $563,606
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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