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RIA / WealthAdvisorCertified Financial Planner27 years in industry

KIRA LEIGH SCOTT

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Austin, TX

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Search this name across graphsid dfx:ria:3fbbded3-3392-6b9a-9a05-3eec6c490f35

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 27, 2010 to Sep 15, 2026

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

Current firm: CREATIVE PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 29, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jun 29, 1999
First registration: Jan 27, 2010
Dual registered: no
IAPD individual key: 3246298

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVE PLANNING	Independent wealth	Apr 2, 2024	n/a	yes	OVERLAND PARK, KS\|Austin, TX	Current employment
ML&R WEALTH MANAGEMENT LLC	Former SEC adviser	Mar 10, 2020	May 29, 2024	no	AUSTIN, TX	Previous registration
COLUMBIA PACIFIC WEALTH MANAGEMENT	Former SEC adviser	Jan 9, 2019	Jan 7, 2020	no	Austin, TX\|SEATTLE, WA	Previous registration
INTEGRATED WEALTH STRATEGIES, LLC	Independent wealth	Apr 15, 2017	Aug 8, 2018	no	AUSTIN, TX	Previous registration
DIMENSIONAL FUND ADVISORS LP	Asset manager	Jan 27, 2010	Oct 5, 2015	no	AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ML&R WEALTH MANAGEMENT LLC	CREATIVE PLANNING	May 29, 2024	Apr 2, 2024	-57	Firm change after gap	RIA to RIA
COLUMBIA PACIFIC WEALTH MANAGEMENT	ML&R WEALTH MANAGEMENT LLC	Jan 7, 2020	Mar 10, 2020	63	Firm change	RIA to RIA
INTEGRATED WEALTH STRATEGIES, LLC	COLUMBIA PACIFIC WEALTH MANAGEMENT	Aug 8, 2018	Jan 9, 2019	154	Firm change	RIA to RIA
DIMENSIONAL FUND ADVISORS LP	INTEGRATED WEALTH STRATEGIES, LLC	Oct 5, 2015	Apr 15, 2017	558	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
109359:105348:TX:2024-05-29	May 29, 2024	Apr 2, 2024	AUSTIN, TX	Firm change after gap

Relationships

Registered with (5)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Apr 2, 2024 to presentfactForm ADV
→ ML&R WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 10, 2020 to May 29, 2024factForm ADV
→ COLUMBIA PACIFIC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 9, 2019 to Jan 7, 2020factForm ADV
→ INTEGRATED WEALTH STRATEGIES, LLCRegistered adviserregistration: previous registration
Apr 15, 2017 to Aug 8, 2018factForm ADV
→ DIMENSIONAL FUND ADVISORS LPRegistered adviserregistration: previous registration
Jan 27, 2010 to Oct 5, 2015factForm ADV

Dated events

Occurred
May 29, 2024
Advisor changed firm
Kira Leigh Scott left Ml&R Wealth Management Llc for Creative Planning (registered 2024-04-02)
Form ADVobserved 4 days ago