Creative Planning
Creative Planning (CRD# 105348) is a financial advisory firm headquartered in Overland Park, KS. They manage $175,271,678,869 in 234,298 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management175,272MILLION
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- 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
Perry Dufresne (CRD# 6127548) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 7 years of experience in the finance industry.
Dylan Dunlea (CRD# 6402831) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 5 years of experience in the finance industry.
Patrick Dunne (CRD# 5120022) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry.
Thomas Eastman (CRD# 5160958) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 17 years of experience in the finance industry.
Judd Eberhart (CRD# 7053325) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry.
Marjorie Edenfield (CRD# 6604186) is an Investment Advisor Representative working at Creative Planning in Atlanta, GA and has 1 year of experience in the finance industry.
John Edgar (CRD# 2444595) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 30 years of experience in the finance industry.
Jeff Ellena (CRD# 5621315) is an Investment Advisor Representative working at Creative Planning in San Diego, CA and has over 15 years of experience in the finance industry.
Matthew Elsenbeck (CRD# 5014279) is an Investment Advisor Representative working at Creative Planning in Southborough, MA and has over 15 years of experience in the finance industry.
Mathew Emmert (CRD# 2738898) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 14 years of experience in the finance industry.