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Andrew Joseph Keating

Investment adviser representative at Creative Planning
8 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 yearsFirm in business

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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

8 years in the industry.

  1. Platinum RealtySep 2023 to now
  2. Creative Planning, LLCJun 2021 to now
  3. Keating PropertiesMay 2019 to now
  4. Realty One GroupJan 2023 to Sep 2023
  5. Plaza One RealtyAug 2019 to Oct 2022
  6. Flint Hills ResourcesMay 2018 to Aug 2018
  7. University of KansasAug 2015 to Aug 2019
  8. Overland CorporationJan 2015 to Jan 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (KS).

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
7409977
Firm CRD
105348
Advisor's SEC record (opens in a new tab)
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