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CREATIVE PLANNING
OVERLAND PARK, KS
(866) 909-5148
SEC #801-18564Total AUM
$295.6B
Employees
1,650Clients
100,298Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5454 W. 110TH STREET
OVERLAND PARK
KS 66211
United States
OVERLAND PARK
KS 66211
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
(866) 909-5148
Other Offices
150
Financials
Total AUM
$295.6B
Accounts
320,323Discretionary
$291.9B
Accounts
317,512Non-Discretionary
$3.6B
Accounts
2,811
Clients
Individual Clients
47,540AUM
$19.5B
HNW Individual Clients
39,511AUM
$164.4B
Pooled Vehicle Clients
5AUM
$922M
Pension/Profit Sharing Plan Clients
10,861AUM
$96B
Charitable Organization Clients
335AUM
$4.1B
Government Entity Clients
199AUM
$3.4B
Corporation or Business Clients
1,847AUM
$7.1B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Order (Past 10 Years)SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 18 business affiliates.
Claimed Affiliates
Reported as an affiliate by 14 other businesses.