Unclaimed Profile

James Lewis Battmer

CREATIVE PLANNING, LLC·OVERLAND PARK, Kansas

SIE, Series 7, Series 65, Series 66Clean record21 years registeredCREATIVE PLANNING, LLC

5454 W. 110TH STREET, OVERLAND PARK, KS 66211CRD# 4791494Firm CRD# 105348

Profile Verification

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

Identity

James Lewis Battmer · OVERLAND PARK, KS

Registration

CRD #4791494 · CREATIVE PLANNING, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Dec 2021 – present

LOCKTON INVESTMENT ADVISORS, LLC

Apr 2021 – Dec 2021

KANSAS CITY, MO

LPL FINANCIAL LLC

Nov 2010 – Feb 2012

OVERLAND PARK, KS

NRP ADVISORS, INC.

Aug 2010 – Nov 2010

LEAWOOD, KS

BUKATY COMPANIES FINANCIAL SERVICES

Jun 2010 – Dec 2014

LEAWOOD, KS

RESOURCES INVESTMENT ADVISORS

Jun 2010 – Mar 2021

OVERLAND PARK, KS

MORGAN STANLEY

Dec 2004 – Feb 2005

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · December 13, 2004

Years registered · 21

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 Lewis Battmer offer?

James Lewis Battmer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are James Lewis Battmer's credentials?

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

Where is James Lewis Battmer located?

James Lewis Battmer 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 James Lewis Battmer charge for services?

James Lewis Battmer'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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