Sarah Ellen Vrana
Investment adviser representative at Creative Planning
11 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
11 years in the industry.
- Creative Planning, LLCJun 2025 to now
- Creative Planning, LLCJan 2024 to Apr 2024
- Jewish Community Center of Greater Kansas CityMay 2023 to Aug 2023
- University of KansasAug 2021 to May 2025
- Wallace FamilyMay 2020 to Jul 2020
- City of Overland ParkMay 2018 to Nov 2019
- Blue Valley North High SchoolAug 2017 to May 2021
- Leawood Middle SchoolJun 2015 to Aug 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
- 8123965
- Firm CRD
- 105348