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Advisor at CREATIVE PLANNING
OVERLAND PARK, KS | Wausau, WI
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 | Jan 2, 2026 | n/a | yes | OVERLAND PARK, KS|Wausau, WI | Current employment |
| WIPFLI FINANCIAL ADVISORS, LLC | Former SEC adviser | Oct 5, 2016 | Oct 12, 2022 | no | Wausau, WI|MILWAUKEE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WIPFLI FINANCIAL ADVISORS, LLC | CREATIVE PLANNING | Oct 12, 2022 | Jan 2, 2026 | 1,178 | Bulk transfer | RIA to RIA |