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
Adam Heathcote (CRD# 4811685) is an Investment Advisor Representative working at Creative Planning in Bloomington, MN and has over 19 years of experience in the finance industry.
Matthew Heatley (CRD# 6541499) is an Investment Advisor Representative working at Creative Planning in Urbandale, IA and has over 5 years of experience in the finance industry.
Jenna Heimbaugh (CRD# 5279258) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 15 years of experience in the finance industry.
Mark Henke (CRD# 5632998) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 15 years of experience in the finance industry.
Jennifer Henry (CRD# 6620781) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry.
Andrew Hess (CRD# 6769286) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 6 years of experience in the finance industry.
Cale Hill (CRD# 5792936) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 13 years of experience in the finance industry.
David Hokanson (CRD# 2718821) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 28 years of experience in the finance industry.
Corey Holliman (CRD# 5636748) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 15 years of experience in the finance industry.
David Hooban (CRD# 1544602) is an Investment Advisor Representative working at Creative Planning in Boca Raton, FL and has over 14 years of experience in the finance industry.