Mark Landon Lenz
Investment adviser representative at Creative Planning
10 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
10 years in the industry.
- Creative Planning, LLCJun 2026 to now
- Zips Car WashSep 2025 to Apr 2026
- American Century InvestmentsMay 2025 to Aug 2025
- Senior Benefit ServicesMay 2024 to Mar 2025
- Iron Horse Bar & GrillApr 2023 to Mar 2024
- Jose PeppersMar 2022 to Mar 2023
- Indian Hills Country ClubJan 2021 to Feb 2022
- Chick-fil-aApr 2020 to Dec 2020
- UnemployedMay 2016 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8079043
- Firm CRD
- 105348