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
Taylor Harroun (CRD# 5478086) is an Investment Advisor Representative working at Creative Planning in Odessa, FL and has over 15 years of experience in the finance industry.
Elizabeth Hartung (CRD# 5888203) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 13 years of experience in the finance industry.
Michael Harvey (CRD# 4529447) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 23 years of experience in the finance industry.
Steven Harvey (CRD# 2891378) is an Investment Advisor Representative working at Creative Planning in Austin, TX and has over 26 years of experience in the finance industry.
Timothy Hatton (CRD# 1844529) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 35 years of experience in the finance industry.
Rebecca Havens (CRD# 5411603) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 16 years of experience in the finance industry.
Justin Hawksley (CRD# 5533136) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 11 years of experience in the finance industry.
Benjamin Hayes (CRD# 5123442) is an Investment Advisor Representative working at Creative Planning in Green Bay, WI and has over 17 years of experience in the finance industry.
Roger Healy (CRD# 6857764) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 14 years of experience in the finance industry.
James Heard (CRD# 1219939) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 30 years of experience in the finance industry.