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 81 - 90 of 755 top financial advisors.
81
Michael A. Conner
CRD#: 5210004
200 Berwyn Park, 920 Cassatt Road, Suite 205, Berwyn, PA 19312

Michael Conner (CRD# 5210004) is an Investment Advisor Representative working at Creative Planning in Berwyn, PA and has over 15 years of experience in the finance industry.

82
Stephanie L. Cooper
CRD#: 6743204
5454 W. 110th Street, Overland Park, KS 66211

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

83
Ross A. Copeland
CRD#: 6105828
5454 W. 110th Street, Overland Park, KS 66211

Ross Copeland (CRD# 6105828) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 5 years of experience in the finance industry.

84
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 18 years of experience in the finance industry.

85
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 17 years of experience in the finance industry.

86
Michael D. Croce
CRD#: 4860533
5454 W. 110th Street, Overland Park, KS 66211

Michael Croce (CRD# 4860533) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 19 years of experience in the finance industry.

87
William A. Crocker
CRD#: 4145332
5454 W. 110th Street, Overland Park, KS 66211

William Crocker (CRD# 4145332) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 23 years of experience in the finance industry.

88
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 4 years of experience in the finance industry.

89
Johnathan P. Cullen
CRD#: 6434849
5400 W 110th St., Overland Park, KS 66211

Johnathan Cullen (CRD# 6434849) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 5 years of experience in the finance industry.

90
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.

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