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).

By the Numbers
  • Total Assets Under Management
    175,272
    MILLION
  • Total Number of Accounts
    234,298
    ACCOUNTS
  • Average Account Value
    $748,072
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
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 753 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 25 years of experience in the finance industry.

2
Glenn P. Able
CRD#: 1380183
5454 W. 110th Street, Overland Park, KS 66211

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.

3
Scott F. Adair
CRD#: 6129945
5454 W. 110th Street, Overland Park, KS 66211

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.

4
Gabriel S. Adams
CRD#: 6330565
5454 W. 110th Street, Overland Park, KS 66211

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.

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 10 years of experience in the finance industry.

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 7 years of experience in the finance industry.

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 24 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 13 years of experience in the finance industry.

9
Thomas E. Altimont
CRD#: 6767013
5454 W. 110th Street, Overland Park, KS 66211

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.

10
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 19 years of experience in the finance industry.

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