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 1 - 10 of 756 top financial advisors.
1
Amy B. (kwasny) Sharpe
CRD#: 3168400
Chesterfield, MO

Amy (kwasny) Sharpe (CRD# 3168400) is an Investment Advisor Representative working at Creative Planning in Chesterfield, MO and has over 24 years of experience in the finance industry.

2
Glenn P. Able
CRD#: 1380183
5454 W. 110th Street, Overland Park, KS 66211

Glenn Able (CRD# 1380183) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 18 years of experience in the finance industry.

3
Gabriel S. Adams
CRD#: 6330565
5454 W. 110th Street, Overland Park, KS 66211

Gabriel Adams (CRD# 6330565) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 8 years of experience in the finance industry. Gabriel Adams 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.

4
Su J. Adams
CRD#: 6844537
5454 W. 110th Street, Overland Park, KS 66211

Su Adams (CRD# 6844537) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 5 years of experience in the finance industry.

5
Ronald R. Adkison
CRD#: 6033329
5454 W. 110th Street, Overland Park, KS 66211

Ronald Adkison (CRD# 6033329) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 9 years of experience in the finance industry. Ronald Adkison 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.

6
Francisco X. Aguilar Puyol
CRD#: 6750534
5454 W. 110th Street, Overland Park, KS 66211

Francisco Aguilar Puyol (CRD# 6750534) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 7 years of experience in the finance industry. Francisco Aguilar Puyol 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.

7
Jeffrey R. Albright
CRD#: 3262336
Climax, NC

Jeffrey Albright (CRD# 3262336) is an Investment Advisor Representative working at Creative Planning in Climax, NC and has over 23 years of experience in the finance industry.

8
Dylan A. Aldrich
CRD#: 5776298
5400 W 110th St., Overland Park, KS 66211

Dylan Aldrich (CRD# 5776298) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 13 years of experience in the finance industry.

9
David W. Altimont
CRD#: 1253291
5454 W. 110th Street, Overland Park, KS 66211

David Altimont (CRD# 1253291) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 27 years of experience in the finance industry.

10
Thomas E. Altimont
CRD#: 6767013
5454 W. 110th Street, Overland Park, KS 66211

Thomas Altimont (CRD# 6767013) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 6 years of experience in the finance industry.

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