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CREATIVE PLANNING
Tel: (866) 909-5148
5454 W. 110th Street Overland Park, Kansas 66211
CREATIVE PLANNING
CREATIVE PLANNING is a Overland Park, Kansas based financial advisory firm with nearly $217,399,324,981 in assets under management and provides investment advisory services for 269686 clients. There are currently 1428 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
105348
SEC#:
801-18564
No. of Clients:
269686
Assets under Management
$217,399,324,981
No. of Advisors:
1428
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