Creative Planning Department

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

184

Total plan assets

$32.4M

Filings (rows)

Direct comp

$74K

Indirect comp

Showing only "CREATIVE PLANNING DEPARTMENT"

View all 26 variants aggregated →

CREATIVE PLANNING2,184 CREATIVE PLANNING HOLDCO260 CREATIVE PLANNING HOLD CO115 CREATIVE PLANNING HOLDCO DBA CR103 CREATIVE PLANNING HOLDCO DBA9 CREATIVE PLANNING SERVICES7 CREATIVE PLANNING HOLDING CO4

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Publications International, Ltd. Publications International, Ltd. Savings Plan · all filings	MORTON GROVE, IL	Advisor / Consultant	91	$16.7M	$39K	$0
Publications International, Ltd. Publications International, Ltd. Savings Plan · all filings	MORTON GROVE, IL	Advisor / Consultant	93	$15.7M	$35K	$0