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
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.
Cameron Andre (CRD# 4978626) is an Investment Advisor Representative working at Creative Planning in Cranford, NJ and has over 18 years of experience in the finance industry.
Kristen Andrejev (CRD# 1258260) is an Investment Advisor Representative working at Creative Planning in Mclean, VA and has over 39 years of experience in the finance industry.
Daniel Andrews (CRD# 4209537) is an Investment Advisor Representative working at Creative Planning in Pittsburgh, PA and has over 23 years of experience in the finance industry.
Scott Andricks (CRD# 4391449) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 22 years of experience in the finance industry.
Thomas Annin (CRD# 6691544) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 7 years of experience in the finance industry.
Jordan Arave (CRD# 5164729) is an Investment Advisor Representative working at Creative Planning in Canton, GA and has over 16 years of experience in the finance industry.
James Arnold (CRD# 1164251) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 40 years of experience in the finance industry.
Matthew Arnold (CRD# 6346131) is an Investment Advisor Representative working at Creative Planning in Berwyn, PA and has over 8 years of experience in the finance industry.
Phillip Attebery (CRD# 4247195) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 20 years of experience in the finance industry.