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 71 offices throughout the country.

CREATIVE PLANNING is a Overland Park, Kansas based Financial Planning firm with nearly $155,328,127,625 assets under management, offering retirement planning & investment advisory services to 222474 clients. The firm is staffed with 1165 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105348
SEC#	801-18564
Assets Managed by Firm	$155,328,127,625
No. of Clients	222474
No. of Advisors	1165

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	222474	$155,328,127,625
Individuals (other than high net worth individuals)	37059	$15,174,510,696
High net worth individuals	23352	$84,474,451,555
Pension and profit sharing plans	9211	$47,928,510,852
Charitable organizations	311	$2,137,399,142
Corporations or other businesses	1430	$4,464,958,741

Inquire with CREATIVE PLANNING

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	$89,148,595,824	25199	550
MARINER WEALTH ADVISORS 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$65,874,566,238	112465	1465
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$21,800,698,476	177044	571
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$20,767,599,397	148	48
PRIME CAPITAL INVESTMENT ADVISORS, LLC 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$16,687,174,483	21894	329

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