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).
-
Total Assets Under Management175,272MILLION
-
Total Number of Accounts234,298ACCOUNTS
-
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
Ozro Brown (CRD# 5153371) is an Investment Advisor Representative working at Creative Planning in Minneapolis, MN and has 1 year of experience in the finance industry.
Jeffrey Brownlee (CRD# 7051389) is an Investment Advisor Representative working at Creative Planning in Denver, CO and has over 5 years of experience in the finance industry.
Edward Brownstein (CRD# 4907060) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 19 years of experience in the finance industry.
Brett Broyles (CRD# 2447220) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 30 years of experience in the finance industry.
Zachary Brummel (CRD# 5072029) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 17 years of experience in the finance industry.
James Bruyette (CRD# 1080600) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 41 years of experience in the finance industry.
Aaron Buczek (CRD# 2838281) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 26 years of experience in the finance industry.
Nicholas Burchstead (CRD# 6683480) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 5 years of experience in the finance industry.
David Burgess (CRD# 5549859) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has 1 year of experience in the finance industry.
Weston Burnett (CRD# 4395879) is an Investment Advisor Representative working at Creative Planning in Mclean, VA and has over 22 years of experience in the finance industry.