Unclaimed Profile

Ramesh Babu Poola

CREATIVE PLANNING, LLC·OVERLAND PARK, Kansas

CREATIVE 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

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Ramesh Babu Poola 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# 7716793

Firm CRD# 105348

View on FINRA BrokerCheck →

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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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