Unclaimed Profile

Ramesh Babu Poola

CREATIVE PLANNING, LLC·OVERLAND PARK, Kansas

Clean record3 years registeredCREATIVE PLANNING, LLC

5454 W. 110TH STREET, OVERLAND PARK, KS 66211CRD# 7716793Firm CRD# 105348

Profile Verification

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

Identity

Ramesh Babu Poola · OVERLAND PARK, KS

Registration

CRD #7716793 · CREATIVE PLANNING, LLC · 3 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Mar 2023 – present

Registrations & Exams

Registration record

First registered · March 27, 2023

Years registered · 3

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 Ramesh Babu Poola offer?

Ramesh Babu Poola specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Ramesh Babu Poola's credentials?

Ramesh Babu Poola is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ramesh Babu Poola located?

Ramesh Babu Poola 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 Ramesh Babu Poola charge for services?

Ramesh Babu Poola'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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