Unclaimed Profile

Jonathan David Clements

CREATIVE PLANNING, LLC·OVERLAND PARK, Kansas

CREATIVE PLANNING, LLC

5454 W. 110TH STREET, OVERLAND PARK, KS 66211CRD# 5511528Firm CRD# 105348

Profile Verification

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

Identity

Jonathan David Clements · OVERLAND PARK, KS

Registration

CRD #5511528 · CREATIVE PLANNING, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Jonathan David Clements 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5511528

Firm CRD# 105348

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan David Clements offer?

Jonathan David Clements specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Jonathan David Clements's credentials?

Jonathan David Clements is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan David Clements located?

Jonathan David Clements 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 Jonathan David Clements charge for services?

Jonathan David Clements'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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