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James Richard Williams

CREATIVE PLANNING, LLC·OVERLAND PARK, Kansas
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5454 W. 110TH STREET, OVERLAND PARK, KS 66211CRD# 4165461Firm CRD# 105348
01

About

James Richard Williams 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# 4165461
Firm CRD# 105348
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Richard Williams offer?
James Richard Williams specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are James Richard Williams's credentials?
James Richard Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Richard Williams located?
James Richard Williams 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 Richard Williams charge for services?
James Richard Williams'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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Other Advisors at CREATIVE PLANNING, LLC

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OVERLAND PARK, KS
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

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