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Amy Beth (kwasny) Sharpe

CREATIVE PLANNING ADVISOR SERVICES, LLC·LEAWOOD, Kansas
Series 7, Series 63, Series 6510 years registeredCREATIVE PLANNING ADVISOR SERVICES, LLC
3400 COLLEGE BLVD, LEAWOOD, KS 66211CRD# 3168400Firm CRD# 174474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amy Beth (kwasny) Sharpe · LEAWOOD, KS
Registration
CRD #3168400 · CREATIVE PLANNING ADVISOR SERVICES, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

CREATIVE PLANNING
Jun 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 30, 2016
Years registered · 10
03

Disclosure History

2025Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
CREATIVE PLANNING ADVISOR SERVICES, LLC
CRD 174474 · SEC 801-80937
AUM
—
Regulatory assets under management
Employees
7
Total firm employees
Services offered by CREATIVE PLANNING ADVISOR SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CREATIVE PLANNING ADVISOR SERVICES, LLC →
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05

Frequently Asked Questions

What services does Amy Beth (kwasny) Sharpe offer?
Amy Beth (kwasny) Sharpe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are Amy Beth (kwasny) Sharpe's credentials?
Amy Beth (kwasny) Sharpe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Beth (kwasny) Sharpe located?
Amy Beth (kwasny) Sharpe is based in LEAWOOD, Kansas, working with CREATIVE PLANNING ADVISOR SERVICES, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Amy Beth (kwasny) Sharpe charge for services?
Amy Beth (kwasny) Sharpe's firm is compensated through percentage of aum, other: fee sharing with independent investment advisor firms. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CREATIVE PLANNING ADVISOR SERVICES, LLC?
CREATIVE PLANNING ADVISOR SERVICES, LLC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.
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