Creative Planning
Creative Planning (CRD# 105348) is a financial advisory firm headquartered in Overland Park, KS. They manage $155,328,127,625 in 222,474 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management155,328MILLION
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Total Number of Accounts222,474ACCOUNTS
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Average Account Value$698,186
- 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
Bing Chen (CRD# 4724404) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 20 years of experience in the finance industry.
James Ciarmella (CRD# 4659662) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 20 years of experience in the finance industry.
Thomas Clark (CRD# 2816310) is an Investment Advisor Representative working at Creative Planning in Mclean, VA and has over 27 years of experience in the finance industry.
Vincent Clark (CRD# 3268713) is an Investment Advisor Representative working at Creative Planning in Kansas City, MO and has over 8 years of experience in the finance industry.
Zola Clark (CRD# 6671596) is an Investment Advisor Representative working at Creative Planning in Madison, WI and has over 6 years of experience in the finance industry.
Jake Cohen (CRD# 6492347) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 6 years of experience in the finance industry.
William Cole (CRD# 5615930) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 15 years of experience in the finance industry.
Kurt Commerford (CRD# 2181778) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 21 years of experience in the finance industry.
Christine Condeni (CRD# 6476776) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 8 years of experience in the finance industry.
Henry Conlon (CRD# 4483322) is an Investment Advisor Representative working at Creative Planning in Saint Augustine, FL and has over 22 years of experience in the finance industry.