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
Stephanie Bussan (CRD# 6717810) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 7 years of experience in the finance industry.
Norman Caldwell (CRD# 4449086) is an Investment Advisor Representative working at Creative Planning in Fort Lauderdale, FL and has over 22 years of experience in the finance industry.
Samual Carroll (CRD# 6663532) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 5 years of experience in the finance industry.
Jessica Carter (CRD# 5163051) is an Investment Advisor Representative working at Creative Planning in Chicago, IL and has 1 year of experience in the finance industry.
Paul Casazza (CRD# 5147681) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 17 years of experience in the finance industry.
Jennifer Casey (CRD# 1774145) is an Investment Advisor Representative working at Creative Planning in Chicago, IL and has over 31 years of experience in the finance industry.
Sonja Cashion (CRD# 5149966) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 15 years of experience in the finance industry.
Connor Cavanaugh (CRD# 6859011) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 6 years of experience in the finance industry.
Jennifer Cavanaugh (CRD# 5655401) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 12 years of experience in the finance industry.
Eric Cedor (CRD# 6303465) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 8 years of experience in the finance industry.