Ronald Adkison, financial advisor Overland Park KS

Ronald Adkison

CRD Number: 6033329
Current Firm: Creative Planning

Ronald Adkison (CRD# 6033329) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 6 years of experience in the finance industry. Ronald Adkison 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 St. Louis, MO Apr 2017 - Current 3
Stifel Nicolaus St. Louis, MO Feb 2012 - Apr 2017 5
Bi-state (gateway Arch) St. Louis, MO Apr 2007 - Feb 2012 4
Missouri State University St. Louis, MO Aug 2008 - Dec 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Ronald R. Adkison
Phone Number: (866) 909-5148
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    55,526
    MILLIONS
  • Total Number of Accounts
    124,847
    ACCOUNTS
  • Average Account Value
    $444,756
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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