CREATIVE PLANNING ADVISOR SERVICES, LLC
CRD #174474 SEC #801-80937 LEAWOOD, KS 913-815-6555
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
7
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 30, 2015
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| (KWASNY) SHARPE, AMY, BETH | I | DIRECTOR - ADVISOR SERVICES | NA | Control |
| (KWASNY) SHARPE, AMY, BETH | I | DIRECTOR - ADVISOR SERVICES | NA | Control |
| (KWASNY) SHARPE, AMY, BETH | I | DIRECTOR - ADVISOR SERVICES | NA | Control |
| DEWITT, JAMES, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEWITT, JAMES, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEWITT, JAMES, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALLOUK, PETER, ALEX | I | MANAGING MEMBER AND PRESIDENT | E | Control |
| MALLOUK, PETER, ALEX | I | MANAGING MEMBER AND PRESIDENT | E | Control |
| MALLOUK, PETER, ALEX | I | MANAGING MEMBER AND PRESIDENT | E | Control |
Registrations
Federal
IA
Jan 30, 2015 REGISTERED
Notice Filings (2)
KS MO
Address
3400 COLLEGE BLVDLEAWOOD, KS 66211
United States
Phone: 913-815-6555