Creative planning is a registered investment advisor (ria) firm based in overland park, kansas. It offers a range of services to clients, including wealth and investment. Creative planning, registered in 1983, serves 53 state (s) with a licensed staff of 879 advisors.
Creative planning, registered in 1983, serves 53 state (s) with a licensed staff of 879 advisors. Creative planning manages $175. 3 billion and provides investment advisory. Creative planning is one of the uss most prominent financial advisory firms. Creative planning offers various services for individuals and organizations, including wealth. Creative planning has been providing wealth management services to high net worth clients since 1983, and currently manages approximately $34 billion for clients in all 50 states and abroad.
Creative planning is one of the uss most prominent financial advisory firms. Creative planning offers various services for individuals and organizations, including wealth. Creative planning has been providing wealth management services to high net worth clients since 1983, and currently manages approximately $34 billion for clients in all 50 states and abroad.