Creative Planning
Creative Planning (CRD# 105348) is a financial advisory firm headquartered in Overland Park, KS. They manage $175,271,678,869 in 234,298 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management175,272MILLION
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- 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 25 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 18 years of experience in the finance industry.
Scott Adair (CRD# 6129945) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 12 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 9 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 10 years of experience in the finance industry.
Francisco Aguilar Puyol (CRD# 6750534) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 7 years of experience in the finance industry.
Jeffrey Albright (CRD# 3262336) is an Investment Advisor Representative working at Creative Planning in Climax, NC and has over 24 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 13 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.
Cameron Andre (CRD# 4978626) is an Investment Advisor Representative working at Creative Planning in Cranford, NJ and has over 19 years of experience in the finance industry.