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 71 - 80 of 460 top financial advisors.
71
Michael D. Croce
CRD#: 4860533
Huntersville, NC

Michael Croce (CRD# 4860533) is an Investment Advisor Representative working at Creative Planning in Huntersville, NC and has over 16 years of experience in the finance industry. Michael Croce 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.

72
Joshua D. Cromer
CRD#: 6161745
5454 W. 110th Street, Overland Park, KS 66211

Joshua Cromer (CRD# 6161745) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 8 years of experience in the finance industry. Joshua Cromer 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.

73
Wendy L. Crowell
CRD#: 5109585
5454 W. 110th Street, Overland Park, KS 66211

Wendy Crowell (CRD# 5109585) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 2 years of experience in the finance industry. Wendy Crowell 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.

74
Johnathan P. Cullen
CRD#: 6434849
5454 W. 110th Street, Overland Park, KS 66211

Johnathan Cullen (CRD# 6434849) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 2 years of experience in the finance industry.

75
Jessica A. Culpepper
CRD#: 5801377
5454 W. 110th Street, Overland Park, KS 66211

Jessica Culpepper (CRD# 5801377) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry.

76
Joseph R. Cummings
CRD#: 4726478
5454 W. 110th Street, Overland Park, KS 66211

Joseph Cummings (CRD# 4726478) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 17 years of experience in the finance industry. Joseph Cummings 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.

77
Amanda T. Davis
CRD#: 6039070
3630 Peachtree Road, Ne, Suite 300, Atlanta, GA 30326

Amanda Davis (CRD# 6039070) is an Investment Advisor Representative working at Creative Planning in Atlanta, GA and has over 8 years of experience in the finance industry. Amanda Davis 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.

78
Daniel E. Davis
CRD#: 3150752
5454 W. 110th Street, Overland Park, KS 66211

Daniel Davis (CRD# 3150752) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 22 years of experience in the finance industry. Daniel Davis 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.

79
Kathleen A. Davis
CRD#: 5904136
12760 High Bluff Drive, San Diego, CA 92130

Kathleen Davis (CRD# 5904136) is an Investment Advisor Representative working at Creative Planning in San Diego, CA and has over 9 years of experience in the finance industry. Kathleen Davis 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.

80
James E. De Kalb
CRD#: 5457438
5454 W. 110th Street, Overland Park, KS 66211

James De Kalb (CRD# 5457438) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 10 years of experience in the finance industry.

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