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 81 - 90 of 460 top financial advisors.
81
Nadira B. Deery
CRD#: 3262605
Washington, DC

Nadira Deery (CRD# 3262605) is an Investment Advisor Representative working at Creative Planning in Washington, DC and has over 21 years of experience in the finance industry. Nadira Deery 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.

82
Natalie E. Dewindt
CRD#: 6465719
5454 W. 110th Street, Overland Park, KS 66211

Natalie Dewindt (CRD# 6465719) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 5 years of experience in the finance industry. Natalie Dewindt 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.

83
Anthony R. Dibrino
CRD#: 5510381
Fairfield, CT

Anthony Dibrino (CRD# 5510381) is an Investment Advisor Representative working at Creative Planning in Fairfield, CT and has over 10 years of experience in the finance industry. Anthony Dibrino 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.

84
Rollan E. Dizon
CRD#: 2899455
5454 W. 110th Street, Overland Park, KS 66211

Rollan Dizon (CRD# 2899455) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 23 years of experience in the finance industry. Rollan Dizon 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.

85
Ben Djelassi
CRD#: 4555780
5454 W. 110th Street, Overland Park, KS 66211

Ben Djelassi (CRD# 4555780) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 18 years of experience in the finance industry. Ben Djelassi 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.

86
Jason S. Dohrman
CRD#: 4392411
Highlands Ranch, CO

Jason Dohrman (CRD# 4392411) is an Investment Advisor Representative working at Creative Planning in Highlands Ranch, CO and has over 19 years of experience in the finance industry. Jason Dohrman 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.

87
Samuel H. Dominguez
CRD#: 5729103
5454 W. 110th Street, Overland Park, KS 66211

Samuel Dominguez (CRD# 5729103) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 11 years of experience in the finance industry.

88
Daniel H. Donegan
CRD#: 2489951
5454 W. 110th Street, Overland Park, KS 66211

Daniel Donegan (CRD# 2489951) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 26 years of experience in the finance industry.

89
Beckie Doty
CRD#: 5661379
5454 W. 110th Street, Overland Park, KS 66211

Beckie Doty (CRD# 5661379) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 11 years of experience in the finance industry.

90
Ryan T. Dryer
CRD#: 6227812
5454 W. 110th Street, Overland Park, KS 66211

Ryan Dryer (CRD# 6227812) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 7 years of experience in the finance industry. Ryan Dryer 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.

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