CREATIVE PLANNING

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

About CREATIVE PLANNING

CREATIVE PLANNING, formally registered with the SEC as CREATIVE PLANNING. The firm was established in 03/18/1983. They have over 103 offices throughout the country.

CREATIVE PLANNING is a Overland Park, Kansas based Financial Planning firm with nearly $217,399,324,981 assets under management, offering retirement planning & investment advisory services to 269686 clients. The firm is staffed with 1428 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105348
SEC#	801-18564
Assets Managed by Firm	$217,399,324,981
No. of Clients	269686
No. of Advisors	1428

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	269686	$217,399,324,981
Individuals (other than high net worth individuals)	41774	$17,478,271,245
High net worth individuals	30632	$118,274,405,765
Pension and profit sharing plans	10133	$71,421,339,569
Charitable organizations	396	$2,604,803,178
Corporations or other businesses	1744	$5,426,481,921

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56

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