Creative Planning

Creative Planning (CRD# 105348) is a financial advisory firm headquartered in Overland Park, KS. They manage $155,328,127,625 in 222,474 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    155,328
    MILLION
  • Total Number of Accounts
    222,474
    ACCOUNTS
  • Average Account Value
    $698,186
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
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 755 top financial advisors.
61
Stephanie L. Bussan
CRD#: 6717810
5454 W. 110th Street, Overland Park, KS 66211

Stephanie Bussan (CRD# 6717810) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 7 years of experience in the finance industry.

62
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 22 years of experience in the finance industry.

63
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 5 years of experience in the finance industry.

64
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.

65
Paul L. Casazza
CRD#: 5147681
5454 W. 110th Street, Overland Park, KS 66211

Paul Casazza (CRD# 5147681) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 17 years of experience in the finance industry.

66
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 31 years of experience in the finance industry.

67
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 15 years of experience in the finance industry.

68
Connor J. Cavanaugh
CRD#: 6859011
5400 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 6 years of experience in the finance industry.

69
Jennifer A. Cavanaugh
CRD#: 5655401
5400 W. 110th Street, Overland Park, KS 66211

Jennifer Cavanaugh (CRD# 5655401) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 12 years of experience in the finance industry.

70
Eric J. Cedor
CRD#: 6303465
5454 W. 110th Street, Overland Park, KS 66211

Eric Cedor (CRD# 6303465) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 8 years of experience in the finance industry.

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