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
Nathan Digmann (CRD# 6856486) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 6 years of experience in the finance industry.
Robert Dingler (CRD# 5014369) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 18 years of experience in the finance industry.
Ben Djelassi (CRD# 4555780) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 21 years of experience in the finance industry.
Jason Dohrman (CRD# 4392411) is an Investment Advisor Representative working at Creative Planning in Highlands Ranch, CO and has over 22 years of experience in the finance industry.
Samuel Dominguez (CRD# 5729103) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 14 years of experience in the finance industry.
Daniel Donegan (CRD# 2489951) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 29 years of experience in the finance industry.
Beckie Doty (CRD# 5661379) 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 Drake (CRD# 6369636) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 8 years of experience in the finance industry.
Ryan Dryer (CRD# 6227812) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 10 years of experience in the finance industry.
Anna Duarte (CRD# 5134785) is an Investment Advisor Representative working at Creative Planning in Scottsdale, AZ and has over 4 years of experience in the finance industry.