Kent Richard Anderson
Investment adviser representative at Creative Planning
12 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 yearsFirm in business
Are you Kent Richard Anderson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Creative Planning, LLCMar 2022 to now
- Keystone Wealth ManagementNov 2019 to Mar 2022
- Girl ScoutsNov 2017 to Nov 2019
- American Cancer SocietySep 2014 to Nov 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (ND).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7207566
- Firm CRD
- 105348