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Financial Advisor
Kansas
Overland Park
CREATIVE PLANNING

CREATIVE PLANNING

Tel: (866) 909-5148 5454 W. 110th Street Overland Park, Kansas 66211

About CREATIVE PLANNING

CREATIVE PLANNING is a Overland Park, Kansas based financial advisory firm with nearly $217,399,324,981 in assets under management and provides investment advisory services for 269686 clients. There are currently 1428 financial advisors at the firm.

General Information
Firm CRD#:

105348

Firm SEC#:

801-18564

Assets Under Management:

$217,399,324,981

No. of Clients:

269686

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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