Creative Planning

Creative Planning (CRD# 105348) is a financial advisory firm headquartered in Overland Park, KS. They manage $75,589,120,012 in 134,117 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    75,589
    MILLION
  • Total Number of Accounts
    134,117
    ACCOUNTS
  • Average Account Value
    $563,606
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 21 - 30 of 456 top financial advisors.
21
Justin P. Barringer
CRD#: 3237975
Keller, TX

Justin Barringer (CRD# 3237975) is an Investment Advisor Representative working at Creative Planning in Keller, TX and has over 21 years of experience in the finance industry. Justin Barringer 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.

22
Mike S. Batista
CRD#: 2750153
5454 W. 110th Street, Overland Park, KS 66211

Mike Batista (CRD# 2750153) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 23 years of experience in the finance industry. Mike Batista 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.

23
Lauren J. Bauer
CRD#: 6725236
5454 W. 110th Street, Overland Park, KS 66211

Lauren Bauer (CRD# 6725236) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry. Lauren Bauer 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.

24
Jason R. Baugh
CRD#: 7056869
5454 W. 110th Street, Overland Park, KS 66211

Jason Baugh (CRD# 7056869) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry. Jason Baugh 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.

25
Nicholas J. Bedlan
CRD#: 4143700
5454 W. 110th Street, Overland Park, KS 66211

Nicholas Bedlan (CRD# 4143700) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 20 years of experience in the finance industry. Nicholas Bedlan 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.

26
Jay M. Beebe
CRD#: 4965764
5454 W. 110th Street, Overland Park, KS 66211

Jay Beebe (CRD# 4965764) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 15 years of experience in the finance industry. Jay Beebe 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.

27
Christopher M. Beesley
CRD#: 5079330
5454 W. 110th Street, Overland Park, KS 66211

Christopher Beesley (CRD# 5079330) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 15 years of experience in the finance industry. Christopher Beesley 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.

28
Patrick J. Betley
CRD#: 5613101
5454 W. 110th Street, Overland Park, KS 66211

Patrick Betley (CRD# 5613101) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 12 years of experience in the finance industry.

29
Mikayla R. Bexten
CRD#: 6368083
5454 W. 110th Street, Overland Park, KS 66211

Mikayla Bexten (CRD# 6368083) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 6 years of experience in the finance industry.

30
Travis G. Bezella
CRD#: 4896369
5454 W. 110th Street, Overland Park, KS 66211

Travis Bezella (CRD# 4896369) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 15 years of experience in the finance industry. Travis Bezella 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.

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