Creative Planning

Creative Planning (CRD# 105348) is a financial advisory firm headquartered in Leawood, KS. They manage $32,017,247,773 in 75,991 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    32,017
    MILLION
  • Total Number of Accounts
    75,991
    ACCOUNTS
  • Average Account Value
    $421,329
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Creative Planning
Showing 1 - 10 of 281 top financial advisors.
1
James M. Agan
CRD#: 1991743
Hilliard, OH
96
Wealthminder
score

James Agan (CRD# 1991743) is an Investment Advisor Representative working at Creative Planning in Hilliard, OH and has over 23 years of experience in the finance industry. James Agan 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.

2
Jordan B. Arave
CRD#: 5164729
Canton, GA
96
Wealthminder
score

Jordan Arave (CRD# 5164729) is an Investment Advisor Representative working at Creative Planning in Canton, GA and has over 11 years of experience in the finance industry. Jordan Arave 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.

3
Mike S. Batista
CRD#: 2750153
Carlsbad, CA
96
Wealthminder
score

Mike Batista (CRD# 2750153) is an Investment Advisor Representative working at Creative Planning in Carlsbad, CA and has over 20 years of experience in the finance industry. Mike Batista 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.

4
Jay M. Beebe
CRD#: 4965764
3400 College Blvd, Leawood, KS 66211
96
Wealthminder
score

Jay Beebe (CRD# 4965764) is an Investment Advisor Representative working at Creative Planning in Leawood, KS and has over 12 years of experience in the finance industry. Jay Beebe 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.

5
Christopher M. Beesley
CRD#: 5079330
3400 College Blvd, Leawood, KS 66211
96
Wealthminder
score

Christopher Beesley (CRD# 5079330) is an Investment Advisor Representative working at Creative Planning in Leawood, KS and has over 12 years of experience in the finance industry. Christopher Beesley 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.

6
Anna C. Berezow
CRD#: 6059201
Seattle, WA
96
Wealthminder
score

Anna Berezow (CRD# 6059201) is an Investment Advisor Representative working at Creative Planning in Seattle, WA and has over 5 years of experience in the finance industry. Anna Berezow 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.

7
James H. Boxma
CRD#: 5526260
3400 College Blvd, Leawood, KS 66211
96
Wealthminder
score

James Boxma (CRD# 5526260) is an Investment Advisor Representative working at Creative Planning in Leawood, KS and has over 9 years of experience in the finance industry. James Boxma 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.

8
Sonja S. Cashion
CRD#: 5149966
3400 College Blvd, Leawood, KS 66211
96
Wealthminder
score

Sonja Cashion (CRD# 5149966) is an Investment Advisor Representative working at Creative Planning in Leawood, KS and has over 9 years of experience in the finance industry. Sonja Cashion 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.

9
Nilesh I. Christian
CRD#: 2447323
Plano, TX
96
Wealthminder
score

Nilesh Christian (CRD# 2447323) is an Investment Advisor Representative working at Creative Planning in Plano, TX and has over 17 years of experience in the finance industry. Nilesh Christian 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.

10
William J. Cole
CRD#: 5615930
3400 College Blvd, Leawood, KS 66211
96
Wealthminder
score

William Cole (CRD# 5615930) is an Investment Advisor Representative working at Creative Planning in Leawood, KS and has over 9 years of experience in the finance industry. William Cole 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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