Creative Planning

Creative Planning (CRD# 105348) is a financial advisory firm headquartered in Overland Park, KS. They manage $55,526,427,162 in 124,847 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    55,526
    MILLION
  • Total Number of Accounts
    124,847
    ACCOUNTS
  • Average Account Value
    $444,756
Compensation Options
  • A percentage of assets under your management
  • 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)
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 403 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 21 years of experience in the finance industry.

2
Andrell V. Adams
CRD#: 6480563
5454 W. 110th Street, Overland Park, KS 66211

Andrell Adams (CRD# 6480563) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 3 years of experience in the finance industry. Andrell 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.

3
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 6 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.

4
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 3 years of experience in the finance industry.

5
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 20 years of experience in the finance industry.

6
Dylan A. Aldrich
CRD#: 5776298
5454 W. 110th Street, Overland Park, KS 66211

Dylan Aldrich (CRD# 5776298) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 9 years of experience in the finance industry.

7
Cameron S. Andre
CRD#: 4978626
327 Walnut Avenue, Cranford, NJ 07016

Cameron Andre (CRD# 4978626) is an Investment Advisor Representative working at Creative Planning in Cranford, NJ and has over 15 years of experience in the finance industry. Cameron Andre 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
Daniel L. Andrews
CRD#: 4209537
Pittsburgh, PA

Daniel Andrews (CRD# 4209537) is an Investment Advisor Representative working at Creative Planning in Pittsburgh, PA and has over 20 years of experience in the finance industry. Daniel Andrews 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
Jordan B. Arave
CRD#: 5164729
Canton, GA

Jordan Arave (CRD# 5164729) is an Investment Advisor Representative working at Creative Planning in Canton, GA and has over 13 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.

10
Phillip N. Attebery
CRD#: 4247195
12760 High Bluff Drive, San Diego, CA 92130

Phillip Attebery (CRD# 4247195) is an Investment Advisor Representative working at Creative Planning in San Diego, CA and has over 17 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.