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 61 - 70 of 460 top financial advisors.
61
Robert E. Ciullo
CRD#: 1040561
8444 Westpark Drive, Suite 610, Mclean, VA 22102

Robert Ciullo (CRD# 1040561) is an Investment Advisor Representative working at Creative Planning in Mclean, VA and has over 22 years of experience in the finance industry.

62
Vincent C. Clark
CRD#: 3268713
Kansas City, MO

Vincent Clark (CRD# 3268713) is an Investment Advisor Representative working at Creative Planning in Kansas City, MO and has over 6 years of experience in the finance industry.

63
Irwin M. Cohen
CRD#: 2970697
5454 W. 110th Street, Overland Park, KS 66211

Irwin Cohen (CRD# 2970697) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 23 years of experience in the finance industry. Irwin Cohen 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.

64
William J. Cole
CRD#: 5615930
5454 W. 110th Street, Overland Park, KS 66211

William Cole (CRD# 5615930) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 12 years of experience in the finance industry. William Cole 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.

65
Kurt C. Commerford
CRD#: 2181778
5454 W. 110th Street, Overland Park, KS 66211

Kurt Commerford (CRD# 2181778) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 18 years of experience in the finance industry. Kurt Commerford 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.

66
Christine A. Condeni
CRD#: 6476776
5454 W. 110th Street, Overland Park, KS 66211

Christine Condeni (CRD# 6476776) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 5 years of experience in the finance industry. Christine Condeni 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.

67
Henry P. Conlon
CRD#: 4483322
Saint Augustine, FL

Henry Conlon (CRD# 4483322) is an Investment Advisor Representative working at Creative Planning in Saint Augustine, FL and has over 19 years of experience in the finance industry.

68
Stephanie L. Cooper
CRD#: 6743204
100 Fillmore St., Denver, CO 80206

Stephanie Cooper (CRD# 6743204) is an Investment Advisor Representative working at Creative Planning in Denver, CO and has 1 year of experience in the finance industry. Stephanie Cooper 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.

69
Kevin M. Copley
CRD#: 4965104
5454 W. 110th Street, Overland Park, KS 66211

Kevin Copley (CRD# 4965104) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 15 years of experience in the finance industry. Kevin Copley 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.

70
Joseph M. Cortese
CRD#: 5041466
Westport, CT

Joseph Cortese (CRD# 5041466) is an Investment Advisor Representative working at Creative Planning in Westport, CT and has over 15 years of experience in the finance industry.

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