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).

By the Numbers
  • Total Assets Under Management
    155,328
    MILLION
  • Total Number of Accounts
    222,474
    ACCOUNTS
  • Average Account Value
    $698,186
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Creative Planning
Showing 71 - 80 of 755 top financial advisors.
71
Bing H. Chen
CRD#: 4724404
5454 W. 110th Street, Overland Park, KS 66211

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.

72
James J. Ciarmella
CRD#: 4659662
5454 W. 110th Street, Overland Park, KS 66211

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.

73
Thomas A. Clark
CRD#: 2816310
8444 Westpark Dr. Ste. 610, Mclean, VA 22102

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.

74
Vincent C. Clark
CRD#: 3268713
Kansas City, MO

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.

75
Zola M. Clark
CRD#: 6671596
2501 West Beltline Hwy, Suite 401, Madison, WI 53713

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.

76
Jake J. Cohen
CRD#: 6492347
5454 W. 110th Street, Overland Park, KS 66211

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.

77
William J. Cole
CRD#: 5615930
5454 W. 110th Street, Overland Park, KS 66211

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.

78
Kurt C. Commerford
CRD#: 2181778
5454 W. 110th Street, Overland Park, KS 66211

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.

79
Christine A. Condeni
CRD#: 6476776
5454 W. 110th Street, Overland Park, KS 66211

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.

80
Henry P. Conlon
CRD#: 4483322
Saint Augustine, FL

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.

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