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RIA / WealthAdvisorCertified Financial Planner32 years in industry

RANDALL PHILLIP HALLIER

Advisor at CREATIVE PLANNING

OVERLAND PARK, KS | Seneca, SC | Tampa, FL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 16, 1997 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: Dec 22, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Dec 22, 1993
First registration: Jan 16, 1997
Dual registered: no
IAPD individual key: 2405471

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	Jan 13, 2014	n/a	yes	Seneca, SC\|OVERLAND PARK, KS\|Tampa, FL	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 8, 2009	Aug 9, 2010	no	LEAWOOD, KS	Previous registration
WATERSTONE FINANCIAL GROUP, INC.	n/a	Dec 9, 2004	Sep 8, 2009	no	BOSTON, MA\|OVERLAND PARK, KS\|LEAWOOD, KS	Previous registration
HALLIER FINANCIAL, INC.	n/a	Jul 9, 2002	Aug 9, 2010	no	OVERLAND PARK, KS	Previous registration
RETIREMENT RESOURCES INC.	State registered	Jan 16, 1997	Dec 31, 2002	no	OVERLAND PARK, KS	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
HALLIER FINANCIAL, INC.	WATERSTONE FINANCIAL GROUP, INC.	Aug 9, 2010	Dec 9, 2004	-2,069	Firm change after gap	Other
LPL FINANCIAL LLC	CREATIVE PLANNING	Aug 9, 2010	Jan 13, 2014	1,253	Firm change after gap	Other
WATERSTONE FINANCIAL GROUP, INC.	LPL FINANCIAL LLC	Sep 8, 2009	Sep 8, 2009	0	Bulk transfer	Other
RETIREMENT RESOURCES INC.	HALLIER FINANCIAL, INC.	Dec 31, 2002	Jul 9, 2002	-175	Firm change after gap	Other

Relationships

Registered with (5)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Jan 13, 2014 to presentfactForm ADV
→ HALLIER FINANCIAL, INC.Registered adviserregistration: previous registration
Jul 9, 2002 to Aug 9, 2010factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 8, 2009 to Aug 9, 2010factForm ADV
→ WATERSTONE FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Dec 9, 2004 to Sep 8, 2009factForm ADV
→ RETIREMENT RESOURCES INC.Registered adviserregistration: previous registration
Jan 16, 1997 to Dec 31, 2002factForm ADV

Dated events

No dated event names this entity yet.