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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.