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).
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Total Assets Under Management155,328MILLION
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Total Number of Accounts222,474ACCOUNTS
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Average Account Value$698,186
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.