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
Branden Frazier (CRD# 4938202) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry.
Kolleen Freudiger (CRD# 4837148) is an Investment Advisor Representative working at Creative Planning in Addison, TX and has over 19 years of experience in the finance industry.
Byron Frey (CRD# 2672004) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 28 years of experience in the finance industry.
Richard Friedman (CRD# 2378432) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 21 years of experience in the finance industry.
Ryan Fuchs (CRD# 5794613) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 13 years of experience in the finance industry.
Andrew Fuller (CRD# 4951230) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 18 years of experience in the finance industry.
Mckenna Galante (CRD# 6872603) is an Investment Advisor Representative working at Creative Planning in Milwaukee, WI and has over 6 years of experience in the finance industry.
Eugene Gard (CRD# 5519143) is an Investment Advisor Representative working at Creative Planning in Memphis, TN and has over 15 years of experience in the finance industry.
Kenneth Gatliff (CRD# 5200737) is an Investment Advisor Representative working at Creative Planning in Scottsdale, AZ and has over 17 years of experience in the finance industry.
Kyle Gensrick (CRD# 6907102) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 6 years of experience in the finance industry.