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
Jennifer Birchett (CRD# 5363647) is an Investment Advisor Representative working at Creative Planning in Atlanta, GA and has 1 year of experience in the finance industry.
Leslie Blanchard (CRD# 5885757) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry.
Bradley Blessen (CRD# 6294632) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 9 years of experience in the finance industry.
Justin Bogardus (CRD# 6548681) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 8 years of experience in the finance industry.
Jennifer Boroff (CRD# 6756720) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry.
James Boxma (CRD# 5526260) is an Investment Advisor Representative working at Creative Planning in Marco Island, FL and has over 15 years of experience in the finance industry.
Peter Boyack (CRD# 2321225) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 31 years of experience in the finance industry.
Christopher Brasher (CRD# 6438552) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 8 years of experience in the finance industry.
Patrick Brault (CRD# 2779083) is an Investment Advisor Representative working at Creative Planning in Minneapolis, MN and has over 27 years of experience in the finance industry.
Benjamin Briggs (CRD# 6784034) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry.