Frequently Asked Questions (FAQ) About
Creative Planning Inc
- Where is Creative Planning Inc Located
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5454 W. 110TH STREET, OVERLAND PARK, KS
- Creative Planning Inc: Is the firm operating under a legal name?
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The firm is using the following primary business name: Creative Planning Inc, while the legal name is: CREATIVE PLANNING, INC.
- Creative Planning Inc: How many employees does the firm employ?
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Creative Planning Inc has 488 employees, of which 366 are employees in advisory roles
- Creative Planning Inc: How many clients does the firm serve?
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It serves 19 clients.
- Creative Planning Inc: What are the top holdings of this firm?
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VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF ISHARES TR CORE S&P500 ETF VANGUARD WHITEHALL FDS INC WISDOMTREE TR VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VANGUARD INDEX FDS REAL ESTATE ETF VANGUARD INDEX FDS MID CAP ETF WISDOMTREE TR VANGUARD INDEX FDS SMALL CP ET WISDOMTREE TR
- Creative Planning Inc: What other investment firms are located in the vicinity?
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Windward Private Wealth Management Inc Boulder Wealth Management LLC Fortune Financial Advisors LLC Legacy Advisory Group LLC Financial Partners Group Inc Fiduciary Investment Trusts LLC IVY Investment Management Company PCG Wealth Advisors LLC The ETF Store Inc Waterfront Wealth Inc