Alex Kent Andersen
Investment adviser representative at Creative Planning
13 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
13 years in the industry.
- Creative Planning, LLCJan 2025 to now
- PwcSep 2023 to Dec 2024
- Summer's Best Two WeeksJun 2023 to Aug 2023
- PwcJun 2022 to Aug 2022
- Seaboard CorporationMay 2021 to Aug 2021
- Lee's Summit R7 School DistrictJun 2020 to Aug 2020
- Grove City CollegeAug 2019 to May 2023
- Combes ConstructionMay 2019 to Jul 2019
- Price ChopperMay 2017 to Sep 2018
- Widaman CommunicationsNov 2016 to Mar 2019
- HomeschooledAug 2013 to May 2019
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
- 8034390
- Firm CRD
- 105348