Home
›
Firms
›
CREATIVE PLANNING ADVISOR SERVICES, LLC
CREATIVE PLANNING ADVISOR SERVICES, LLC
LEAWOOD, Kansas
·
1 registered advisor
·
CRD# 174474
SEC# 801-80937
913-815-6555
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Other: FEE SHARING WITH INDEPENDENT INVESTMENT ADVISOR FIRMS
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CREATIVE PLANNING ADVISOR SERVICES, LLC
1 registered advisor
Amy Beth (kwasny) Sharpe
LEAWOOD, Kansas
CRD# 3168400
05
Office Locations
LEAWOOD, Kansas
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. CREATIVE PLANNING ADVISOR SERVICES, LLC (CRD# 174474) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.