Shane Michael Sachse
Investment adviser representative at Creative Planning
12 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
12 years in the industry.
- Creative Planning, LLCJan 2025 to now
- Kansas State UniversitySep 2024 to Dec 2024
- Capitol FederalMay 2024 to Aug 2024
- Leonard Fitness CenterSep 2023 to May 2024
- Belay CafeMay 2023 to Aug 2023
- Chick-fil-aJan 2023 to May 2023
- Kansas State UniversitySep 2022 to Dec 2022
- Trails West Golf CourseMay 2022 to Aug 2022
- Kansas State UniversityAug 2021 to May 2022
- Pizza HutMar 2021 to Aug 2021
- Maur Hill Mount AcademyAug 2017 to Feb 2021
- Xavier Catholic SchoolAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8031797
- Firm CRD
- 105348