Creative Planning

Creative Planning (CRD# 105348) is a financial advisory firm headquartered in Overland Park, KS. They manage $47,920,122,545 in 100,008 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    47,920
    MILLION
  • Total Number of Accounts
    100,008
    ACCOUNTS
  • Average Account Value
    $479,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 21 - 30 of 371 top financial advisors.
21
Nicholas J. Bedlan
CRD#: 4143700
5454 W. 110th Street, Overland Park, KS 66211

Nicholas Bedlan (CRD# 4143700) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 19 years of experience in the finance industry. Nicholas Bedlan 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.

22
Jay M. Beebe
CRD#: 4965764
5454 W. 110th Street, Overland Park, KS 66211

Jay Beebe (CRD# 4965764) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 14 years of experience in the finance industry. Jay Beebe 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.

23
Christopher M. Beesley
CRD#: 5079330
5454 W. 110th Street, Overland Park, KS 66211

Christopher Beesley (CRD# 5079330) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 14 years of experience in the finance industry. Christopher Beesley 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.

24
Zachary J. Bennedsen
CRD#: 6956787
10400 Ne 4th Street, Bellevue, WA 98004

Zachary Bennedsen (CRD# 6956787) is an Investment Advisor Representative working at Creative Planning in Bellevue, WA and has 1 year of experience in the finance industry. Zachary Bennedsen 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.

25
Anna C. Berezow
CRD#: 6059201
Woodinville, WA

Anna Berezow (CRD# 6059201) is an Investment Advisor Representative working at Creative Planning in Woodinville, WA and has over 7 years of experience in the finance industry. Anna Berezow 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.

26
Ryan R. Berges
CRD#: 2354098
7601 Lewinsville Road, Suite 205, Mclean, VA 22102

Ryan Berges (CRD# 2354098) is an Investment Advisor Representative working at Creative Planning in Mclean, VA and has over 26 years of experience in the finance industry.

27
Patrick J. Betley
CRD#: 5613101
5454 W. 110th Street, Overland Park, KS 66211

Patrick Betley (CRD# 5613101) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 11 years of experience in the finance industry.

28
Benjamin H. Beussink
CRD#: 6998877
5454 W. 110th Street, Overland Park, KS 66211

Benjamin Beussink (CRD# 6998877) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry. Benjamin Beussink 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.

29
Mikayla R. Bexten
CRD#: 6368083
5454 W. 110th Street, Overland Park, KS 66211

Mikayla Bexten (CRD# 6368083) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 4 years of experience in the finance industry.

30
Travis G. Bezella
CRD#: 4896369
5454 W. 110th Street, Overland Park, KS 66211

Travis Bezella (CRD# 4896369) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 14 years of experience in the finance industry. Travis Bezella 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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