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 91 - 100 of 755 top financial advisors.
91
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 20 years of experience in the finance industry.

92
Javid L. Dabestani
CRD#: 6526006
12925 West Dodge Road, Omaha, NE 68154

Javid Dabestani (CRD# 6526006) is an Investment Advisor Representative working at Creative Planning in Omaha, NE and has over 7 years of experience in the finance industry.

93
Christopher F. Daniels
CRD#: 60681
5454 W. 110th Street, Overland Park, KS 66211

Christopher Daniels (CRD# 60681) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 27 years of experience in the finance industry.

94
Christopher W. Daniels
CRD#: 5846457
5454 W. 110th Street, Overland Park, KS 66211

Christopher Daniels (CRD# 5846457) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 12 years of experience in the finance industry.

95
Thomas J. Daniels
CRD#: 6838918
1013 Centre Road, Suite 220, Wilmington, DE 19805

Thomas Daniels (CRD# 6838918) is an Investment Advisor Representative working at Creative Planning in Wilmington, DE and has over 6 years of experience in the finance industry.

96
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 11 years of experience in the finance industry.

97
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 25 years of experience in the finance industry.

98
Kathleen A. Davis
CRD#: 5904136
12760 High Bluff Drive, Suite 210, San Diego, CA 92130

Kathleen Davis (CRD# 5904136) is an Investment Advisor Representative working at Creative Planning in San Diego, CA and has over 11 years of experience in the finance industry.

99
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 24 years of experience in the finance industry.

100
Anthony R. Dibrino
CRD#: 5510381
5454 W. 110th Street, Overland Park, KS 66211

Anthony Dibrino (CRD# 5510381) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 13 years of experience in the finance industry.

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