Creative Planning
Creative Planning (CRD# 105348) is a financial advisory firm headquartered in Overland Park, KS. They manage $155,328,127,625 in 222,474 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management155,328MILLION
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Total Number of Accounts222,474ACCOUNTS
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Average Account Value$698,186
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
Amy (kwasny) Sharpe (CRD# 3168400) is an Investment Advisor Representative working at Creative Planning in Chesterfield, MO and has over 24 years of experience in the finance industry.
Glenn Able (CRD# 1380183) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 17 years of experience in the finance industry.
Gabriel Adams (CRD# 6330565) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 8 years of experience in the finance industry. Gabriel Adams 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.
Su Adams (CRD# 6844537) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 4 years of experience in the finance industry.
Ronald Adkison (CRD# 6033329) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 9 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.
Francisco Aguilar Puyol (CRD# 6750534) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 6 years of experience in the finance industry. Francisco Aguilar Puyol 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.
Jeffrey Albright (CRD# 3262336) is an Investment Advisor Representative working at Creative Planning in Climax, NC and has over 23 years of experience in the finance industry.
Dylan Aldrich (CRD# 5776298) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 12 years of experience in the finance industry.
David Altimont (CRD# 1253291) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 27 years of experience in the finance industry.
Thomas Altimont (CRD# 6767013) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 6 years of experience in the finance industry.