Unclaimed Profile

James Andrew Dewitt

CREATIVE PLANNING, INC.·LEAWOOD, Kansas

Series 65Clean record19 years registeredCREATIVE PLANNING, INC.

3400 COLLEGE BLVD, LEAWOOD, KS 66211CRD# 5382487Firm CRD# 105348

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Andrew Dewitt · LEAWOOD, KS

Registration

CRD #5382487 · CREATIVE PLANNING, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CREATIVE PLANNING, INC.

NEXTEDGE, LLC

Jul 2015 – Nov 2017

LEAWOOD, KS

CREATIVE PLANNING ADVISOR SERVICES, LLC

Feb 2015 – Nov 2015

LEAWOOD, KS

CREATIVE PLANNING

Aug 2007 – Dec 2017

LEAWOOD, KS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 2, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CREATIVE PLANNING, LLC

CRD 105348 · SEC 801-18564

AUM

$175.3B

Regulatory assets under management

Employees

1,319

234,298 client accounts

Services offered by CREATIVE PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CREATIVE PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does James Andrew Dewitt offer?

James Andrew Dewitt specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are James Andrew Dewitt's credentials?

James Andrew Dewitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Andrew Dewitt located?

James Andrew Dewitt is based in LEAWOOD, Kansas, last registered with CREATIVE PLANNING, INC..

How does James Andrew Dewitt charge for services?

James Andrew Dewitt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CREATIVE PLANNING, INC.?

CREATIVE PLANNING, INC. has approximately 1319 employees and manages $175.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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