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 51 - 60 of 460 top financial advisors.
51
Jennifer L. Calvi
CRD#: 5284958
5454 W. 110th Street, Overland Park, KS 66211

Jennifer Calvi (CRD# 5284958) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 10 years of experience in the finance industry. Jennifer Calvi 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.

52
Cody S. Carpenter
CRD#: 5261001
5454 W. 110th Street, Overland Park, KS 66211

Cody Carpenter (CRD# 5261001) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 10 years of experience in the finance industry. Cody Carpenter 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.

53
Samual J. Carroll
CRD#: 6663532
5454 W. 110th Street, Overland Park, KS 66211

Samual Carroll (CRD# 6663532) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 2 years of experience in the finance industry.

54
Jessica A. Carter
CRD#: 5163051
Chicago, IL

Jessica Carter (CRD# 5163051) is an Investment Advisor Representative working at Creative Planning in Chicago, IL and has 1 year of experience in the finance industry. Jessica Carter 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.

55
Kathryn S. Carver
CRD#: 6354402
5454 W. 110th Street, Overland Park, KS 66211

Kathryn Carver (CRD# 6354402) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 6 years of experience in the finance industry.

56
Jennifer Casey
CRD#: 1774145
Chicago, IL

Jennifer Casey (CRD# 1774145) is an Investment Advisor Representative working at Creative Planning in Chicago, IL and has over 28 years of experience in the finance industry. Jennifer Casey 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.

57
Sonja S. Cashion
CRD#: 5149966
5454 W. 110th Street, Overland Park, KS 66211

Sonja Cashion (CRD# 5149966) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 12 years of experience in the finance industry. Sonja Cashion 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.

58
Connor J. Cavanaugh
CRD#: 6859011
5454 W. 110th Street, Overland Park, KS 66211

Connor Cavanaugh (CRD# 6859011) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 3 years of experience in the finance industry.

59
Bing H. Chen
CRD#: 4724404
5454 W. 110th Street, Overland Park, KS 66211

Bing Chen (CRD# 4724404) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 17 years of experience in the finance industry. Bing Chen 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.

60
James J. Ciarmella
CRD#: 4659662
5454 W. 110th Street, Overland Park, KS 66211

James Ciarmella (CRD# 4659662) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 17 years of experience in the finance industry. James Ciarmella 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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