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
Joseph Hamad (CRD# 5457927) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 14 years of experience in the finance industry.
Aidan Hamaker (CRD# 6179407) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 9 years of experience in the finance industry.
Andrew Hamilton (CRD# 7088285) is an Investment Advisor Representative working at Creative Planning in Portage, MI and has over 5 years of experience in the finance industry.
Angela Hankins (CRD# 6947356) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 5 years of experience in the finance industry.
Kevin Hannibal (CRD# 6104619) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 8 years of experience in the finance industry.
Maria Hare (CRD# 5301343) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 17 years of experience in the finance industry.
Jacob Harmsen (CRD# 5227590) is an Investment Advisor Representative working at Creative Planning in Green Bay, WI and has over 15 years of experience in the finance industry.
Richard Harper (CRD# 6334594) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 9 years of experience in the finance industry.
Gregory Harris (CRD# 2307795) is an Investment Advisor Representative working at Creative Planning in Wellesley, MA and has over 30 years of experience in the finance industry.
Karina Harrison (CRD# 5073356) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 18 years of experience in the finance industry.