Christopher Rick, financial advisor Overland Park KS

Christopher Rick

CRD Number: 6939386
Current Firm: Creative Planning

Christopher Rick (CRD# 6939386) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 2 years of experience in the finance industry. Christopher Rick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Creative Planning Overland Park, KS Jun 2019 - Current 3
Ubs Beverly Hills, CA Jun 2018 - Jun 2019 1
University Of Southern California Los Angeles, CA Aug 2015 - May 2019 3
Midwest Pool Management Kansas City, MO Jul 2016 - Aug 2016 < 1
Midwest Pool Management Kansas City, MO May 2015 - Aug 2015 < 1
Smithville High School Smithville, MO Aug 2011 - May 2015 3
Midwest Pool Management Kansas City, MO May 2014 - Sep 2014 < 1
Midwest Pool Management Kansas City, MO May 2013 - Sep 2013 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Christopher B. Rick
Phone Number: (866) 909-5148
Registered State(s):
  • CA
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    133,831
    MILLIONS
  • Total Number of Accounts
    165,510
    ACCOUNTS
  • Average Account Value
    $808,595
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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

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

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