Unclaimed Profile

Chatten Walker Scruggs

CREATIVE PLANNING, LLC·OVERLAND PARK, Kansas

SIE, Series 7, Series 24, Series 63, Series 65Clean record26 years registeredCREATIVE PLANNING, LLC

5454 W. 110TH STREET, OVERLAND PARK, KS 66211CRD# 2739132Firm CRD# 105348

Profile Verification

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

Identity

Chatten Walker Scruggs · OVERLAND PARK, KS

Registration

CRD #2739132 · CREATIVE PLANNING, LLC · 26 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Apr 2017 – present

CHRISTIAN WEALTH SERVICES LLC

Jan 2017 – Dec 2017

Lees Summit, MO

GREENLEAF FINANCIAL NETWORK, LLC

Nov 2016 – Mar 2017

LEAWOOD, KS

VSR ADVISORY SERVICES

Feb 2003 – Oct 2016

OVERLAND PARK, KS

THE MASTERS, INC.

Dec 1999 – Feb 2003

OVERLAND PK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 1, 1999

Years registered · 26

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 Chatten Walker Scruggs offer?

Chatten Walker Scruggs specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Chatten Walker Scruggs's credentials?

Chatten Walker Scruggs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chatten Walker Scruggs located?

Chatten Walker Scruggs 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 Chatten Walker Scruggs charge for services?

Chatten Walker Scruggs'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.

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