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Advisor at CREATIVE PLANNING
OVERLAND PARK, KS | Westlake Village, CA | NEWPORT BEACH, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CREATIVE PLANNING | Independent wealth | Dec 11, 2025 | n/a | yes | OVERLAND PARK, KS|Westlake Village, CA | Current employment |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | Institutional manager | Jun 17, 2022 | n/a | yes | Westlake Village, CA|NEWPORT BEACH, CA | Current employment |
| SUMMIT FINANCIAL CONSULTANTS, INC. | Former SEC adviser | Apr 23, 2021 | Dec 22, 2022 | no | WESTLAKE VILLAGE, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL CONSULTANTS, INC. | CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | Dec 22, 2022 | Jun 17, 2022 | -188 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134192:126777:CA:2022-12-22 | Dec 22, 2022 | Jun 17, 2022 | WESTLAKE VILLAGE, CA | Firm change after gap |