Kaleb Michael Langsdorf
Investment adviser representative at Creative Planning
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Creative Planning, LLCSep 2024 to now
- State Farm InsuranceMay 2024 to Sep 2024
- AuxilionMay 2022 to Jul 2022
- Pioneer Industrial CorporationMay 2021 to Aug 2021
- University of MissouriAug 2019 to May 2024
- SkecherJun 2017 to Aug 2019
- Fort Zumwalt West High SchoolAug 2012 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
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
- 7993225
- Firm CRD
- 105348