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Detailed Report
AMY LEIGH GOODWIN
CRD#: 5939922
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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
201220142016201820202022202420262 FIRMS2017 - 2021 (4 years)IACREATIVE PLANNING (CRD# 105348)2021 - Present (3 years)BGEORGE K. BAUM & COMPANY (CRD# 36354)2015 - 2017 (2 years)BVSR FINANCIAL SERVICES, INC. (CRD# 14503)2012 - 2015 (2 years)IAVSR ADVISORY SERVICES (CRD# 14503)2013 - 2015 (1 year)
License(s)

State Registrations

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Kansas 11/30/2021
Current Registration(s)
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CREATIVE PLANNING (CRD#:105348)
5400 W 110th St., Overland Park, KS 66211
Registered with this firm since 11/30/2021
Previous Registration(s)
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 07/06/2017 - 11/29/2021 CLIENT ONE SECURITIES LLC (CRD#:152974) LEAWOOD, KS
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 07/06/2017 - 11/29/2021 CLIENT ONE SECURITIES LLC (CRD#:152974) LEAWOOD, KS
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 02/12/2015 - 06/30/2017 GEORGE K. BAUM & COMPANY (CRD#:36354) KANSAS CITY, MO
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 03/28/2013 - 02/06/2015 VSR ADVISORY SERVICES (CRD#:14503) OVERLAND PARK, KS
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 05/09/2012 - 02/06/2015 VSR FINANCIAL SERVICES, INC. (CRD#:14503) 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.