CREATIVE PLANNING ADVISOR SERVICES, LLC

LEAWOOD, Kansas·1 registered advisor·CRD# 174474
SEC# 801-80937913-815-6555
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 PlanningInvestment ManagementWealth Management
04

Advisors at CREATIVE PLANNING ADVISOR SERVICES, LLC

1 registered advisor
Amy Beth (kwasny) Sharpe
LEAWOOD, Kansas
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.