AdvisorOS Directory
Claim Profile
AG

Ajay Kumar Gupta

CREATIVE PLANNING, LLC·OVERLAND PARK, Kansas
Unclaimed Profile
5454 W. 110TH STREET, OVERLAND PARK, KS 66211CRD# 4294634Firm CRD# 105348
01

About

Ajay Kumar Gupta is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with CREATIVE PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CREATIVE PLANNING, LLC
CREATIVE PLANNING
AUM
$175.3B
Regulatory assets under management
Employees
1319
Total firm employees
View all advisors at CREATIVE PLANNING, LLC →
Services
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4294634
Firm CRD# 105348
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OVERLAND PARK?

Browse all registered financial advisors in OVERLAND PARK, Kansas or claim this profile if it's yours.

Browse OVERLAND PARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Ajay Kumar Gupta offer?
Ajay Kumar Gupta specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Ajay Kumar Gupta's credentials?
Ajay Kumar Gupta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ajay Kumar Gupta located?
Ajay Kumar Gupta is based in OVERLAND PARK, Kansas, working with CREATIVE PLANNING, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Ajay Kumar Gupta charge for services?
Ajay Kumar Gupta'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, LLC?
CREATIVE PLANNING, LLC has approximately 1319 employees and manages $175.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CREATIVE PLANNING, LLC

Anthony Jay Robbins
OVERLAND PARK, KS
David John Kaye
OVERLAND PARK, KS
Alexander George Mallouk
OVERLAND PARK, KS
Charles Christopher Cox
LEAWOOD, KS
Chatten Walker Scruggs
OVERLAND PARK, KS
James Andrew Dewitt
LEAWOOD, KS

More Advisors in OVERLAND PARK, Kansas

Michael John Searcy
SEARCY FINANCIAL SERVICES, INC.·OVERLAND PARK, KS
Jessica Ann Kmetty
ALLOS INVESTMENT ADVISORS, LLC·OVERLAND PARK, KS
Marcus Clinton Shaffer
ALLOS INVESTMENT ADVISORS, LLC·OVERLAND PARK, KS
Gary Bruce Cloud
FINANCIAL COUNSELORS INC·OVERLAND PARK, KS
Jeffrey Ethan Pytlinski
TFB ADVISORS, LLC·OVERLAND PARK, KS
Joshua Christopher Mckenna
CALIBER WEALTH MANAGEMENT, LLC·OVERLAND PARK, KS

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kansas
LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)PRAIRIE VILLAGE (26)MISSION WOODS (18)MERRIAM (17)SALINA (13)MISSION (12)
City Guides
LEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
Request removal of this profile