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
Sarah Ayler (CRD# 4685959) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 20 years of experience in the finance industry.
Clayton Baker (CRD# 4845961) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 19 years of experience in the finance industry.
John Baker (CRD# 5619325) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 15 years of experience in the finance industry.
Micah Ballew (CRD# 6613040) is an Investment Advisor Representative working at Creative Planning in Eau Claire, WI and has over 7 years of experience in the finance industry.
Ashley Barba (CRD# 6822552) is an Investment Advisor Representative working at Creative Planning in Atlanta, GA and has 1 year of experience in the finance industry.
Wayne Barber (CRD# 4200910) is an Investment Advisor Representative working at Creative Planning in Mount Dora, FL and has over 19 years of experience in the finance industry.
Jeffrey Barnthouse (CRD# 6871132) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry.
Justin Barringer (CRD# 3237975) is an Investment Advisor Representative working at Creative Planning in Keller, TX and has over 24 years of experience in the finance industry.
Mike Batista (CRD# 2750153) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 26 years of experience in the finance industry.
James Battmer (CRD# 4791494) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 19 years of experience in the finance industry.