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RIA / WealthAdvisor21 years in industry

MCKENZIE LEE JOHNSON

Advisor at CREATIVE PLANNING

Littleton, CO | OVERLAND PARK, KS

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 9, 2007 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: Mar 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Mar 2, 2007
First registration: Mar 9, 2007
Dual registered: no
Other names: KENZIE LEE JOHNSON
IAPD individual key: 4935840

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	Dec 19, 2021	n/a	yes	Littleton, CO\|OVERLAND PARK, KS	Current employment
LOCKTON INVESTMENT ADVISORS, LLC	No RAUM reported	Apr 26, 2018	Dec 31, 2021	no	Chicago, IL\|OVERLAND PARK, KS\|Denver, CO	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 19, 2016	Apr 12, 2018	no	CHICAGO, IL	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Aug 7, 2015	Sep 22, 2016	no	CHICAGO, IL	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Mar 9, 2007	Aug 10, 2015	no	DOWNERS GROVE, IL\|DES MOINES, IA\|DES MOINES, IA\|DOWNERS GROVE, IL\|DES MOINES, IA	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
LOCKTON INVESTMENT ADVISORS, LLC	CREATIVE PLANNING	Dec 31, 2021	Dec 19, 2021	-12	Bulk transfer	Other
KESTRA ADVISORY SERVICES, LLC	LOCKTON INVESTMENT ADVISORS, LLC	Apr 12, 2018	Apr 26, 2018	14	Firm change	Other
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 19, 2016	-156	Bulk transfer	Other
PRINCIPAL SECURITIES, INC.	NFP ADVISOR SERVICES, LLC	Aug 10, 2015	Aug 7, 2015	-3	Firm change	Other

Relationships

Registered with (5)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Dec 19, 2021 to presentfactForm ADV
→ LOCKTON INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 26, 2018 to Dec 31, 2021factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 19, 2016 to Apr 12, 2018factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Aug 7, 2015 to Sep 22, 2016factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Mar 9, 2007 to Aug 10, 2015factForm ADV

Dated events

No dated event names this entity yet.