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 31 - 40 of 371 top financial advisors.
31
Darien L. Bird
CRD#: 6689178
5454 W. 110th Street, Overland Park, KS 66211

Darien Bird (CRD# 6689178) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 3 years of experience in the finance industry. Darien Bird 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.

32
Bradley M. Blessen
CRD#: 6294632
5454 W. 110th Street, Overland Park, KS 66211

Bradley Blessen (CRD# 6294632) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 4 years of experience in the finance industry.

33
Justin M. Bogardus
CRD#: 6548681
5454 W. 110th Street, Overland Park, KS 66211

Justin Bogardus (CRD# 6548681) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 4 years of experience in the finance industry. Justin Bogardus 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.

34
Jennifer L. Boroff
CRD#: 6756720
5454 W. 110th Street, Overland Park, KS 66211

Jennifer Boroff (CRD# 6756720) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry. Jennifer Boroff 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.

35
James H. Boxma
CRD#: 5526260
Marco Island, FL

James Boxma (CRD# 5526260) is an Investment Advisor Representative working at Creative Planning in Marco Island, FL and has over 11 years of experience in the finance industry. James Boxma 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.

36
Peter E. Boyack
CRD#: 2321225
5454 W. 110th Street, Overland Park, KS 66211

Peter Boyack (CRD# 2321225) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 26 years of experience in the finance industry.

37
Christopher R. Brasher
CRD#: 6438552
5454 W. 110th Street, Overland Park, KS 66211

Christopher Brasher (CRD# 6438552) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 4 years of experience in the finance industry.

38
Benjamin L. Briggs
CRD#: 6784034
5454 W. 110th Street, Overland Park, KS 66211

Benjamin Briggs (CRD# 6784034) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry. Benjamin Briggs 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.

39
Danielle M. Brown
CRD#: 6578841
5454 W. 110th Street, Overland Park, KS 66211

Danielle Brown (CRD# 6578841) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry. Danielle Brown 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.

40
Jeffrey J. Brownlee
CRD#: 7051389
5454 W. 110th Street, Overland Park, KS 66211

Jeffrey Brownlee (CRD# 7051389) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry.

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