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Chief Operations Officer · Creative Planning

Jonathan M. Knapp

CRD 6364440 · Named on Form ADV at one SEC-registered adviser

At a glance

Creative Planning, an SEC-registered wealth manager based in Overland Park, KS with $295.6 billion in regulatory assets, lists Jonathan M. Knapp on its Form ADV as Chief Operations Officer, a control person.

Firms and roles

  • Creative PlanningChief Operations OfficerWealth manager · Overland Park, KS · $296B in regulatory assets

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Jonathan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.