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 41 - 50 of 460 top financial advisors.
41
Brett T. Broyles
CRD#: 2447220
5454 W. 110th Street, Overland Park, KS 66211

Brett Broyles (CRD# 2447220) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 27 years of experience in the finance industry.

42
Zachary A. Brummel
CRD#: 5072029
5454 W. 110th Street, Overland Park, KS 66211

Zachary Brummel (CRD# 5072029) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 14 years of experience in the finance industry.

43
James J. Bruyette
CRD#: 1080600
8444 Westpark Drive, Suite 610, Mclean, VA 22102

James Bruyette (CRD# 1080600) is an Investment Advisor Representative working at Creative Planning in Mclean, VA and has over 38 years of experience in the finance industry. James Bruyette 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.

44
Aaron S. Buczek
CRD#: 2838281
5454 W. 110th Street, Overland Park, KS 66211

Aaron Buczek (CRD# 2838281) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 24 years of experience in the finance industry.

45
Nicholas B. Burchstead
CRD#: 6683480
5454 W. 110th Street, Overland Park, KS 66211

Nicholas Burchstead (CRD# 6683480) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 2 years of experience in the finance industry.

46
Amanda R. Burge
CRD#: 5198550
5454 W. 110th Street, Overland Park, KS 66211

Amanda Burge (CRD# 5198550) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry. Amanda Burge 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.

47
David M. Burgess
CRD#: 5549859
5454 W. 110th Street, Overland Park, KS 66211

David Burgess (CRD# 5549859) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry. David Burgess 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.

48
Weston D. Burnett
CRD#: 4395879
5454 W. 110th Street, Overland Park, KS 66211

Weston Burnett (CRD# 4395879) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 20 years of experience in the finance industry. Weston Burnett 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.

49
Anne M. Burney
CRD#: 2103810
5454 W. 110th Street, Overland Park, KS 66211

Anne Burney (CRD# 2103810) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 17 years of experience in the finance industry.

50
Norman C. Caldwell
CRD#: 4449086
Fort Lauderdale, FL

Norman Caldwell (CRD# 4449086) is an Investment Advisor Representative working at Creative Planning in Fort Lauderdale, FL and has over 19 years of experience in the finance industry.

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