Creative Planning

Creative Planning (CRD# 105348) is a financial advisory firm headquartered in Leawood, KS. They manage $18,577,379,830 in 53,389 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    18,577
    MILLION
  • Total Number of Accounts
    53,389
    ACCOUNTS
  • Average Account Value
    $347,963
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 164 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 21 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
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 19 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.

3
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 11 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.

4
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 7 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.

5
Kurt C. Commerford
CRD#: 2181778
3400 College Blvd, Leawood, KS 66211
96
Wealthminder
score

Kurt Commerford (CRD# 2181778) is an Investment Advisor Representative working at Creative Planning in Leawood, KS and has over 14 years of experience in the finance industry. Kurt Commerford 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
Kevin M. Copley
CRD#: 4965104
Cincinnati, OH
96
Wealthminder
score

Kevin Copley (CRD# 4965104) is an Investment Advisor Representative working at Creative Planning in Cincinnati, OH and has over 11 years of experience in the finance industry. Kevin Copley 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
Patrick N. Elliott
CRD#: 4707940
Colorado Springs, CO
96
Wealthminder
score

Patrick Elliott (CRD# 4707940) is an Investment Advisor Representative working at Creative Planning in Colorado Springs, CO and has over 9 years of experience in the finance industry. Patrick Elliott 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
Rinar S. Erickson
CRD#: 3054075
Draper, UT
96
Wealthminder
score

Rinar Erickson (CRD# 3054075) is an Investment Advisor Representative working at Creative Planning in Draper, UT and has over 18 years of experience in the finance industry. Rinar Erickson 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
Joseph S. Fazekas
CRD#: 2545817
Plainfield, IL
96
Wealthminder
score

Joseph Fazekas (CRD# 2545817) is an Investment Advisor Representative working at Creative Planning in Plainfield, IL and has over 22 years of experience in the finance industry. Joseph Fazekas 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
Daniel R. Foster
CRD#: 4522188
Keller, TX
96
Wealthminder
score

Daniel Foster (CRD# 4522188) is an Investment Advisor Representative working at Creative Planning in Keller, TX and has over 16 years of experience in the finance industry. Daniel Foster 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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