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Investment Adviser Firm Summary

CREATIVE PLANNING, INC. (CRD# 105348 / SEC# 801-18564)
Alternate Names: CREATIVE PLANNING , CREATIVE PLANNING INC , CREATIVE PLANNING, INC. , THE EXCHANGE TRADED FUND CENTER , WOMEN'S WEALTH MANAGEMENT

The adviser's REGISTRATION status is listed below.


REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Approved 03/18/1983

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


JURISDICTION EFFECTIVE DATE
Alabama 01/05/2011
Alaska 01/12/2010
Arizona 02/14/2006
Arkansas 09/04/2009
California 02/14/2006
Colorado 02/14/2006
Connecticut 06/02/2011
Delaware 07/18/2011
District of Columbia 07/18/2011
Florida 02/15/2006
Georgia 03/09/2011
Hawaii 03/09/2011
Idaho 01/12/2010
Illinois 02/14/2006
Indiana 04/01/2010
Iowa 05/27/2005
Kansas 08/10/1983
Kentucky 04/16/2010
Louisiana 03/09/2011
Maine 04/14/2011
Maryland 07/18/2011
Massachusetts 02/14/2006
Michigan 03/09/2011
Minnesota 01/12/2010
Mississippi 03/09/2011
Missouri 10/25/1983
Montana 11/17/2009
Nebraska 10/02/2009
Nevada 01/12/2010
New Hampshire 07/18/2011
New Jersey 08/08/2011
New Mexico 01/12/2010
New York 02/14/2006
North Carolina 02/04/2011
North Dakota 01/12/2010
Ohio 02/14/2006
Oklahoma 01/12/2010
Oregon 01/12/2010
Pennsylvania 07/18/2011
Puerto Rico 03/09/2011
Rhode Island 07/18/2011
South Carolina 03/09/2011
South Dakota 01/13/2010
Tennessee 04/01/2010
Texas 07/10/2001
Utah 01/12/2010
Vermont 07/18/2011
Virgin Islands 03/09/2011
Virginia 03/09/2011
Washington 01/12/2010
West Virginia 03/09/2011
Wisconsin 08/27/2010
Wyoming 04/10/2018

EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser