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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

LOCKTON INVESTMENT ADVISORS, LLC

CRD 144133

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3afd9686-4bb3-6354-df71-d3311136edd2

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 132
Dated events: 23
On other graphs: 0
Observed: Mar 26, 2012 to Jul 30, 2026
36 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=17.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-07-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 22
Employees: 24
Advisory employees: 24
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 0
SEC number: 801-68005
CIK: 80168005
CRD: 144133
Filings on the tape: 36
First filed: Mar 26, 2012
Latest filed: Jul 30, 2026
Organised: Limited Liability Company, MO
Website: lockton.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NEIL M. METZHEISER	n/a	ATLANTA, GA \| OVERLAND PARK, KS	18	34	n/a	yes
SEAN T DONLIN	n/a	OVERLAND PARK, KS \| ST LOUIS, MO	17	25	n/a	yes
MATTHEW PAUL SWEENEY	n/a	OVERLAND PARK, KS	14	24	n/a	yes
JAMES ROYCE DARBY	n/a	DALLAS, TX \| OVERLAND PARK, KS	14	31	n/a	yes
ROBERT NELSON ANDREW	n/a	DENVER, CO \| OVERLAND PARK, KS	14	15	n/a	yes
PAGE MURPHY VOGELSANG	n/a	Houston, TX \| OVERLAND PARK, KS	14	21	n/a	yes
KYLE RANDALL HARTMAN	n/a	OVERLAND PARK, KS	13	27	n/a	yes
CHRISTIAN MICHAEL MORENO	n/a	OVERLAND PARK, KS \| DALLAS, TX	12	15	n/a	no
MATTHEW JOSEPH FILING	n/a	OVERLAND PARK, KS	12	13	n/a	yes
KEITH RICHARD MULVIHILL	n/a	OVERLAND PARK, KS \| WASHINGTON, DC	12	26	n/a	no
FRANCIS STEPHEN BROOKS	n/a	OVERLAND PARK, KS \| DALLAS, TX	12	19	n/a	yes
JASON BEZANSON MAPLES	Certified Financial Planner\|Chartered Financial Consultant	DENVER, CO \| OVERLAND PARK, KS	12	34	3	yes
ROBERT PAUL LINDQUIST	n/a	OVERLAND PARK, KS	6	13	n/a	yes
MICHAEL ROBERT MONAHAN	n/a	OVERLAND PARK, KS \| Mineapolis, MN	6	21	1	yes
Daniel Patrick Foley	n/a	OVERLAND PARK, KS \| Philadelphia, PA	5	18	3	no
STEPHEN TODD LEVERIDGE	n/a	OVERLAND PARK, KS \| Dallas, TX	3	22	n/a	yes
Michael P Pierce	n/a	OVERLAND PARK, KS \| Dallas, TX	3	11	n/a	no
Miguel Alejandro Lopez	n/a	OVERLAND PARK, KS \| Houston, TX	2	17	n/a	no
ROBERT THOMAS CONNOLLY	n/a	WASHINGTON, DC \| OVERLAND PARK, KS	2	21	n/a	no
BRIAN DONALD NEARY	n/a	OVERLAND PARK, KS \| WASHINGTON, DC	1	18	n/a	yes
EDWARD CARVER PIERCE	n/a	OVERLAND PARK, KS \| Portland, ME	1	15	n/a	yes
JUDE THADDEUS DONATO	n/a	OVERLAND PARK, KS \| NEW YORK, NY	0	20	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HARTMAN, KYLE, RANDALL	EXECUTIVE OFFICER	Na	yes	02/2024	Feb 22, 2024	Jul 26, 2024
LOCKTON INSURANCE AGENCY, LLC	CORPORATE UNIT HOLDER	E	yes	05/2016	Jun 9, 2023	Jul 26, 2024
LOCKTON, INC.	SOLE MEMBER	E	yes	05/2016	Mar 26, 2012	Jul 26, 2024
CALVERT, CURTIS, NEIL	Cco	Na	no	04/2022	Apr 8, 2022	Jul 26, 2024
LOCKTON OPERATING COMPANIES, LLC	CORPORATE UNIT HOLDER	E	no	05/2016	May 16, 2016	Jul 26, 2024
LOCKTON PARTNERS, LLC	CORPORATE UNIT HOLDER	E	no	05/2016	May 16, 2016	Jul 26, 2024
LPCM, LLC	CORPORATE UNIT HOLDER	E	no	05/2016	May 16, 2016	Jul 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LOCKTON INVESTMENT SECURITIES, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Jul 26, 2024	n/a	n/a	27	27	0	n/a	n/a
2023	Jul 11, 2023	n/a	n/a	29	29	0	n/a	n/a
2022	Jul 29, 2022	n/a	n/a	27	27	0	n/a	n/a
2021	Jul 30, 2021	$22B	$1.0B	128	112	18	n/a	n/a
2020	Jul 31, 2020	$7.6B	$589M	133	122	19	n/a	n/a
2019	Jul 29, 2019	$5.1B	$479M	123	103	16	n/a	n/a
2018	Jul 30, 2018	$4.2B	$396M	104	104	15	n/a	n/a
2017	Jul 31, 2017	n/a	n/a	106	103	n/a	n/a	n/a
2016	Jun 16, 2016	n/a	n/a	106	90	n/a	n/a	n/a
2015	Jun 29, 2015	n/a	n/a	111	91	n/a	n/a	n/a
2014	Jul 23, 2014	n/a	n/a	101	94	n/a	n/a	n/a
2013	Jul 30, 2013	n/a	n/a	88	69	n/a	n/a	n/a
2012	Jul 18, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$0	n/a	n/a	$22B	n/a	24	29	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CREATIVE PLANNING	6	Apr 11, 2022	Dec 21, 2021	OVERLAND PARK, KS	Team lift out	Other	25.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WEALTHPLAN ADVISORS, LLC	2	Jan 23, 2019	Sep 7, 2018	SCOTTSDALE, AZ	Team lift out	Other	25.0%

Relationships

showing 80 of 132

Registered with (72)

← JUDE THADDEUS DONATOAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← EDWARD CARVER PIERCEAdvisorregistration: current employment
Mar 27, 2025 to presentfactForm ADV
← BRIAN DONALD NEARYAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← ROBERT THOMAS CONNOLLYAdvisorregistration: current employment
May 14, 2024 to presentfactForm ADV
← Miguel Alejandro LopezAdvisorregistration: current employment
Oct 4, 2023 to presentfactForm ADV
← Michael P PierceAdvisorregistration: current employment
May 31, 2023 to presentfactForm ADV
← STEPHEN TODD LEVERIDGEAdvisorregistration: current employment
Apr 11, 2023 to presentfactForm ADV
← Daniel Patrick FoleyAdvisorregistration: current employment
Jul 1, 2021 to presentfactForm ADV
← MICHAEL ROBERT MONAHANAdvisorregistration: current employment
Jul 23, 2020 to presentfactForm ADV
← ROBERT PAUL LINDQUISTAdvisorregistration: current employment
Jun 1, 2020 to presentfactForm ADV
← JASON BEZANSON MAPLESAdvisorregistration: current employment
Sep 16, 2014 to presentfactForm ADV
← FRANCIS STEPHEN BROOKSAdvisorregistration: current employment
Apr 23, 2014 to presentfactForm ADV
← KEITH RICHARD MULVIHILLAdvisorregistration: current employment
Feb 24, 2014 to presentfactForm ADV
← MATTHEW JOSEPH FILINGAdvisorregistration: current employment
Jan 30, 2014 to presentfactForm ADV
← CHRISTIAN MICHAEL MORENOAdvisorregistration: current employment
Dec 16, 2013 to presentfactForm ADV
← KYLE RANDALL HARTMANAdvisorregistration: current employment
May 23, 2013 to presentfactForm ADV
← PAGE MURPHY VOGELSANGAdvisorregistration: current employment
Aug 27, 2012 to presentfactForm ADV
← ROBERT NELSON ANDREWAdvisorregistration: current employment
Jan 1, 2012 to presentfactForm ADV
← JAMES ROYCE DARBYAdvisorregistration: current employment
Dec 19, 2011 to presentfactForm ADV
← MATTHEW PAUL SWEENEYAdvisorregistration: current employment
Dec 1, 2011 to presentfactForm ADV
← SEAN T DONLINAdvisorregistration: current employment
Oct 29, 2008 to presentfactForm ADV
← NEIL M. METZHEISERAdvisorregistration: current employment
Feb 20, 2008 to presentfactForm ADV
← ERIC DOUGLAS KAUFMANAdvisorregistration: previous registration
Jul 27, 2007 to Aug 17, 2022factForm ADV
← DONN LEE HESSAdvisorregistration: previous registration
Oct 13, 2015 to Jul 15, 2022factForm ADV
← JUERYLL NORMAND B BUANAdvisorregistration: previous registration
Apr 5, 2018 to May 20, 2022factForm ADV
← ASHLI BROOK SMITHAdvisorregistration: previous registration
Oct 5, 2021 to Apr 11, 2022factForm ADV
← SCOTT JEFFERY WENECKAdvisorregistration: previous registration
Oct 28, 2019 to Apr 11, 2022factForm ADV
← CARLY Frances Prentice BellAdvisorregistration: previous registration
May 28, 2009 to Apr 11, 2022factForm ADV
← MELINDA MARIE MARBURGERAdvisorregistration: previous registration
Jan 2, 2018 to Apr 11, 2022factForm ADV
← Matthew Jeffrey ArnoultAdvisorregistration: previous registration
Nov 15, 2018 to Apr 11, 2022factForm ADV
and 42 more

Owns (4)

← CALVERT, CURTIS, NEILOwnerCCO, ownership code NA, individual
Apr 8, 2022 to Jul 26, 2024factForm ADV
← LOCKTON OPERATING COMPANIES, LLCOwnerCORPORATE UNIT HOLDER, ownership code E, domestic entity
May 16, 2016 to Jul 26, 2024factForm ADV
← LOCKTON PARTNERS, LLCOwnerCORPORATE UNIT HOLDER, ownership code E, domestic entity
May 16, 2016 to Jul 26, 2024factForm ADV
← LPCM, LLCOwnerCORPORATE UNIT HOLDER, ownership code E, domestic entity
May 16, 2016 to Jul 26, 2024factForm ADV

Controls (3)

← HARTMAN, KYLE, RANDALLOwnerEXECUTIVE OFFICER, ownership code NA, individual
Feb 22, 2024 to Jul 26, 2024factForm ADV
← LOCKTON INSURANCE AGENCY, LLCOwnerCORPORATE UNIT HOLDER, ownership code E, domestic entity
Jun 9, 2023 to Jul 26, 2024factForm ADV
← LOCKTON, INC.OwnerSOLE MEMBER, ownership code E, domestic entity
Mar 26, 2012 to Jul 26, 2024factForm ADV

Moved with (1)

→ CREATIVE PLANNINGRegistered adviser5 advisors, team lift out, same day
Apr 11, 2022 to Dec 21, 2021factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 22, 2024
Control person joined
Randall Kyle Hartman (Executive Officer) appeared on Schedule A of Lockton Investment Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Aug 17, 2022
Advisor changed firm
Eric Douglas Kaufman left Lockton Investment Advisors, Llc for Retirement And Wealth At Alliant, Llc (registered 2026-05-06)
Form ADVobserved 3 days ago
Occurred
Jul 29, 2022
Control person left
Lee Donn Hess (President) no longer on Schedule A of Lockton Investment Advisors, Llc (listed 2022-04-12, absent 2022-07-29)
Form ADVobserved 3 days ago
Occurred
Jul 15, 2022
Advisor changed firm
Donn Lee Hess left Lockton Investment Advisors, Llc for Creative Planning (registered 2025-07-03)
Form ADVobserved 3 days ago
Occurred
May 20, 2022
Advisor changed firm
Jueryll Normand B Buan left Lockton Investment Advisors, Llc for Creative Planning (registered 2021-12-17)
Form ADVobserved 3 days ago
Occurred
Apr 11, 2022
Team lift-out
5 advisors left Lockton Investment Advisors, LLC (Overland Park, KS) for Creative Planning on the same day
Form ADVobserved 3 days ago
5 advisors
Occurred
Apr 11, 2022
Advisor changed firm
Stefanie Marie Williams left Lockton Investment Advisors, Llc for Creative Planning (registered 2021-12-19)
Form ADVobserved 3 days ago
Occurred
Apr 11, 2022
Advisor changed firm
Melinda Marie Marburger left Lockton Investment Advisors, Llc for Creative Planning (registered 2021-12-17)
Form ADVobserved 3 days ago
Occurred
Apr 11, 2022
Advisor changed firm
Matthew Jeffrey Arnoult left Lockton Investment Advisors, Llc for Creative Planning (registered 2021-12-17)
Form ADVobserved 3 days ago
Occurred
Apr 11, 2022
Advisor changed firm
Ashli Brook Smith left Lockton Investment Advisors, Llc for Creative Planning (registered 2021-12-21)
Form ADVobserved 3 days ago
Occurred
Apr 11, 2022
Advisor changed firm
Scott Jeffery Weneck left Lockton Investment Advisors, Llc for Creative Planning (registered 2021-12-17)
Form ADVobserved 3 days ago
Occurred
Apr 11, 2022
Advisor changed firm
Carly Frances Prentice Bell left Lockton Investment Advisors, Llc for Creative Planning (registered 2021-12-19)
Form ADVobserved 3 days ago
Occurred
Apr 8, 2022
Control person left
Robert Raymond Hessling (Cco) no longer on Schedule A of Lockton Investment Advisors, Llc (listed 2022-02-08, absent 2022-04-08)
Form ADVobserved 3 days ago
Occurred
Apr 8, 2022
Control person joined
Neil Curtis Calvert (Cco) appeared on Schedule A of Lockton Investment Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Feb 8, 2022
Control person left
Fischer Karen Prange (Cco) no longer on Schedule A of Lockton Investment Advisors, Llc (listed 2021-07-30, absent 2022-02-08)
Form ADVobserved 3 days ago
Occurred
Feb 8, 2022
Control person joined
Robert Raymond Hessling (Cco) appeared on Schedule A of Lockton Investment Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Jan 24, 2022
Advisor changed firm
Courtney Danielle Stroope left Lockton Investment Advisors, Llc for Creative Planning (registered 2021-12-20)
Form ADVobserved 3 days ago
Occurred
Jul 30, 2021
Regulatory AUM changed
Lockton Investment Advisors, Llc reported RAUM $21.6B, up 185% from $7.6B (2021-03-11 to 2021-07-30)
Form ADVobserved 3 days ago
$14.0B
Occurred
Jul 30, 2021
Control person left
Ann Pamela Popp (President) no longer on Schedule A of Lockton Investment Advisors, Llc (listed 2021-03-11, absent 2021-07-30)
Form ADVobserved 3 days ago
Occurred
Jul 30, 2021
Control person joined
Lee Donn Hess (President) appeared on Schedule A of Lockton Investment Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Jul 31, 2020
Regulatory AUM changed
Lockton Investment Advisors, Llc reported RAUM $7.6B, up 48% from $5.1B (2020-07-01 to 2020-07-31)
Form ADVobserved 3 days ago
$2.4B

Show 2 bookkeeping events

Occurred
Jul 29, 2022
Lockton Investment Advisors, Llc reported 0 offices beyond its principal office, down from 18 (2022-04-12 to 2022-07-29)
Occurred
Jul 29, 2022
Lockton Investment Advisors, Llc reported 27 state-registered advisory representatives, down from 112 (2022-04-12 to 2022-07-29)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3afd9686-4bb3-6354-df71-d3311136edd2
First observed: Mar 26, 2012
Last observed: Jul 30, 2026 51 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LOCKTON INVESTMENT ADVISORS, LLC

CRD 144133

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3afd9686-4bb3-6354-df71-d3311136edd2

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NEIL M. METZHEISER

n/a

ATLANTA, GA | OVERLAND PARK, KS

n/a

yes

SEAN T DONLIN

n/a

OVERLAND PARK, KS | ST LOUIS, MO

n/a

yes

MATTHEW PAUL SWEENEY

n/a

OVERLAND PARK, KS

n/a

yes

JAMES ROYCE DARBY

n/a

DALLAS, TX | OVERLAND PARK, KS

n/a

yes

ROBERT NELSON ANDREW

n/a

DENVER, CO | OVERLAND PARK, KS

n/a

yes

PAGE MURPHY VOGELSANG

n/a

Houston, TX | OVERLAND PARK, KS

n/a

yes

KYLE RANDALL HARTMAN

n/a

OVERLAND PARK, KS

n/a

yes

CHRISTIAN MICHAEL MORENO

n/a

OVERLAND PARK, KS | DALLAS, TX

n/a

MATTHEW JOSEPH FILING

n/a

OVERLAND PARK, KS

n/a

yes

KEITH RICHARD MULVIHILL

n/a

OVERLAND PARK, KS | WASHINGTON, DC

n/a

FRANCIS STEPHEN BROOKS

n/a

OVERLAND PARK, KS | DALLAS, TX

n/a

yes

JASON BEZANSON MAPLES

Certified Financial Planner|Chartered Financial Consultant

DENVER, CO | OVERLAND PARK, KS

yes

ROBERT PAUL LINDQUIST

n/a

OVERLAND PARK, KS

n/a

yes

MICHAEL ROBERT MONAHAN

n/a

OVERLAND PARK, KS | Mineapolis, MN

yes

Daniel Patrick Foley

n/a

OVERLAND PARK, KS | Philadelphia, PA

STEPHEN TODD LEVERIDGE

n/a

OVERLAND PARK, KS | Dallas, TX

n/a

yes

Michael P Pierce

n/a

OVERLAND PARK, KS | Dallas, TX

n/a

Miguel Alejandro Lopez

n/a

OVERLAND PARK, KS | Houston, TX

n/a

ROBERT THOMAS CONNOLLY

n/a

WASHINGTON, DC | OVERLAND PARK, KS

n/a

BRIAN DONALD NEARY

n/a

OVERLAND PARK, KS | WASHINGTON, DC

n/a

yes

EDWARD CARVER PIERCE

n/a

OVERLAND PARK, KS | Portland, ME

n/a

yes

JUDE THADDEUS DONATO

n/a

OVERLAND PARK, KS | NEW YORK, NY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HARTMAN, KYLE, RANDALL

EXECUTIVE OFFICER

yes

02/2024

Feb 22, 2024

Jul 26, 2024

LOCKTON INSURANCE AGENCY, LLC

CORPORATE UNIT HOLDER

yes

05/2016

Jun 9, 2023

Jul 26, 2024

LOCKTON, INC.

SOLE MEMBER

yes

05/2016

Mar 26, 2012

Jul 26, 2024

CALVERT, CURTIS, NEIL

Cco

04/2022

Apr 8, 2022

Jul 26, 2024

LOCKTON OPERATING COMPANIES, LLC

CORPORATE UNIT HOLDER

05/2016

May 16, 2016

Jul 26, 2024

LOCKTON PARTNERS, LLC

CORPORATE UNIT HOLDER

05/2016

May 16, 2016

Jul 26, 2024

LPCM, LLC

CORPORATE UNIT HOLDER

05/2016

May 16, 2016

Jul 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LOCKTON INVESTMENT SECURITIES, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jul 26, 2024

n/a

2023

Jul 11, 2023

n/a

2022

Jul 29, 2022

n/a

2021

Jul 30, 2021

$22B

$1.0B

128

112

n/a

2020

Jul 31, 2020

$7.6B

$589M

133

122

n/a

2019

Jul 29, 2019

$5.1B

$479M

123

103

n/a

2018

Jul 30, 2018

$4.2B

$396M

104

n/a

2017

Jul 31, 2017

n/a

106

103

n/a

2016

Jun 16, 2016

n/a

106

n/a

2015

Jun 29, 2015

n/a

111

n/a

2014

Jul 23, 2014

n/a

101

n/a

2013

Jul 30, 2013

n/a

2012

Jul 18, 2012

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

n/a

$22B

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CREATIVE PLANNING

Apr 11, 2022

Dec 21, 2021

OVERLAND PARK, KS

Team lift out

Other

25.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WEALTHPLAN ADVISORS, LLC

Jan 23, 2019

Sep 7, 2018

SCOTTSDALE, AZ

Team lift out

Other

25.0%