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
Frank Fairbanks (CRD# 6458086) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry.
Joshua Falbe (CRD# 6749845) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 7 years of experience in the finance industry.
William Falk (CRD# 5857285) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 13 years of experience in the finance industry.
Beth Falkenstein (CRD# 1971837) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 29 years of experience in the finance industry.
Michael Fancher (CRD# 2502865) is an Investment Advisor Representative working at Creative Planning in Berwyn, PA and has over 27 years of experience in the finance industry.
Nathan Farmer (CRD# 4673775) is an Investment Advisor Representative working at Creative Planning in Omaha, NE and has over 20 years of experience in the finance industry.
John Faulkenberry (CRD# 6215968) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 8 years of experience in the finance industry.
Chad Fawcett (CRD# 5056333) is an Investment Advisor Representative working at Creative Planning in Brookfield, WI and has over 18 years of experience in the finance industry.
Joseph Fazekas (CRD# 2545817) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 29 years of experience in the finance industry.
Andrew Ferrette (CRD# 5622291) is an Investment Advisor Representative working at Creative Planning in La Mesa, CA and has over 10 years of experience in the finance industry.