Creative Planning

Creative Planning (CRD# 105348) is a financial advisory firm headquartered in Overland Park, KS. They manage $133,830,630,372 in 165,510 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    133,831
    MILLION
  • Total Number of Accounts
    165,510
    ACCOUNTS
  • Average Account Value
    $808,595
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Educational seminars/workshops
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, WY

Financial Advisors at Creative Planning
Showing 1 - 10 of 641 top financial advisors.
1
Amy B. (kwasny) Sharpe
CRD#: 3168400
Chesterfield, MO

Amy (kwasny) Sharpe (CRD# 3168400) is an Investment Advisor Representative working at Creative Planning in Chesterfield, MO and has over 23 years of experience in the finance industry.

2
Glenn P. Able
CRD#: 1380183
2100 Ross Ave., Ste. 1200, Dallas, TX 75201

Glenn Able (CRD# 1380183) is an Investment Advisor Representative working at Creative Planning in Dallas, TX and has over 16 years of experience in the finance industry.

3
Gabriel S. Adams
CRD#: 6330565
7777 Alvarado Road, Suite 116, La Mesa, CA 91942

Gabriel Adams (CRD# 6330565) is an Investment Advisor Representative working at Creative Planning in La Mesa, CA and has over 6 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.

4
Su J. Adams
CRD#: 6844537
5454 W. 110th Street, Overland Park, KS 66211

Su Adams (CRD# 6844537) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 3 years of experience in the finance industry.

5
Ronald R. Adkison
CRD#: 6033329
5454 W. 110th Street, Overland Park, KS 66211

Ronald Adkison (CRD# 6033329) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 8 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.

6
Francisco X. Aguilar Puyol
CRD#: 6750534
5454 W. 110th Street, Overland Park, KS 66211

Francisco Aguilar Puyol (CRD# 6750534) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 5 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.

7
Jeffrey R. Albright
CRD#: 3262336
Climax, NC

Jeffrey Albright (CRD# 3262336) is an Investment Advisor Representative working at Creative Planning in Climax, NC and has over 22 years of experience in the finance industry.

8
Dylan A. Aldrich
CRD#: 5776298
5400 W 110th St., Overland Park, KS 66211

Dylan Aldrich (CRD# 5776298) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 11 years of experience in the finance industry.

9
David W. Altimont
CRD#: 1253291
2100 Ross Ave., Ste. 1200, Dallas, TX 75201

David Altimont (CRD# 1253291) is an Investment Advisor Representative working at Creative Planning in Dallas, TX and has over 25 years of experience in the finance industry.

10
Thomas E. Altimont
CRD#: 6767013
2100 Ross Ave., Ste. 1200, Dallas, TX 75201

Thomas Altimont (CRD# 6767013) is an Investment Advisor Representative working at Creative Planning in Dallas, TX and has over 4 years of experience in the finance industry.

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