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Building 2CREATIVE PLANNING

Map pinOVERLAND PARK, KS
Phone(866) 909-5148
NotebookSEC #801-18564
Total AUM
$295.6B
Employees
1,650
Clients
100,298

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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