Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Creative Financial Designs, Inc. financial advisors in Overland Park, KS

Every SEC-registered investment adviser representative at a Creative Financial Designs, Inc. office in Overland Park, A to Z.

The short answer

2 registered advisors work at Creative Financial Designs, Inc. in Overland Park, out of 145 at the firm nationwide; it ranks number 73 in the city by advisors. 1 list the CFP designation and 2 are also registered broker representatives.

Creative Financial Designs, Inc. advisors in Overland Park, A to Z

Every Creative Financial Designs, Inc. advisor →

Creative Financial Designs, Inc. advisors in other cities

Kokomo, IN 80Greenville, OH 4Mishawaka, IN 4Bowling Green, OH 2Cincinnati, OH 2Harrisonburg, VA 2Indianapolis, IN 2Martinsville, IN 2Meridian, ID 2Peoria, IL 2Sidney, OH 2Succassunna, NJ 2Urbana, IL 2Alexandria, IN 1Bluffton, OH 1

Other firms in Overland Park

All Overland Park advisors →

Creative Planning 615Onedigital 135Prime Capital Financial 130Mariner 110Creativeone Wealth, LLC 101Creativeone Securities, LLC 70Cetera Investment Advisers LLC 64Edward Jones 61Mariner Wealth 55Osaic Wealth, Inc. 37LPL Financial LLC 35Strategic Advisers LLC 33

Questions

How many financial advisors does Creative Financial Designs, Inc. have in Overland Park?

2 investment adviser representatives are registered at Creative Financial Designs, Inc. offices in Overland Park, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 145 nationwide. 1 list the CFP designation and 2 are also registered as broker representatives.

Is Creative Financial Designs, Inc. one of the largest advisor employers in Overland Park?

Creative Financial Designs, Inc. ranks number 73 in Overland Park by registered advisors; Creative Planning has the most, with 615.

How do I check a Creative Financial Designs, Inc. advisor in Overland Park?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Creative Financial Designs, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.