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
Cindy Ghattas (CRD# 5342109) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 16 years of experience in the finance industry.
Michael Giefer (CRD# 6393122) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry.
Mercedes Givens (CRD# 6778437) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 6 years of experience in the finance industry.
Amy Goodwin (CRD# 5939922) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 11 years of experience in the finance industry.
Jason Gower (CRD# 4671694) is an Investment Advisor Representative working at Creative Planning in Addison, TX and has over 20 years of experience in the finance industry.
Sean Granere (CRD# 2891864) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 26 years of experience in the finance industry.
Juan Grau (CRD# 6153112) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 10 years of experience in the finance industry.
Eric Grauer (CRD# 6525033) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 8 years of experience in the finance industry.
Sharon Greenfield (CRD# 4399678) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 18 years of experience in the finance industry.