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Detailed Report
DANIEL KHUN TOY
CRD#: 4561367
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Investment Adviser
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Previous Broker
CREATIVE PLANNINGCRD#: 105348 5400 W 110th St.
Overland Park, KS 66211
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2015 - 2017 (1 year)IACREATIVE PLANNING (CRD# 105348)2017 - Present (7 years)BSCOTTRADE, INC. (CRD# 8206)2008 - 2014 (6 years)BSCOTTRADE, INC. (CRD# 8206)2005 - 2007 (2 years)BWADDELL & REED, INC. (CRD# 866)2004 - 2005 (<1 year)IAWADDELL & REED, INC. (CRD# 866)2005 - 2005 (<1 year)
License(s)

State Registrations

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Kansas 4/25/2017
Current Registration(s)
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CREATIVE PLANNING (CRD#:105348)
5400 W 110th St., Overland Park, KS 66211
Registered with this firm since 4/25/2017
Previous Registration(s)
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 10/16/2015 - 03/28/2017 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) KANSAS CITY, MO
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 10/13/2015 - 03/28/2017 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) KANSAS CITY, MO
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 06/17/2008 - 09/17/2014 SCOTTRADE, INC. (CRD#:8206) KANSAS CITY, MO
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 06/08/2005 - 10/15/2007 SCOTTRADE, INC. (CRD#:8206) NEWPORT BEACH, CA
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 01/31/2005 - 06/08/2005 WADDELL & REED, INC. (CRD#:866) SAN MATEO, CA
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 12/08/2004 - 06/08/2005 WADDELL & REED, INC. (CRD#:866) OVERLAND PARK, KS
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.