Caroline Grace Flannagan
Investment Adviser Representative at Creative Planning
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Caroline Grace Flannagan is an investment adviser representative with Creative Planning in Overland Park, KS, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Kansas.
Office
Advisors at this office: 257
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kansas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Arvest BankJan 2025 – Mar 2025Siloam Springs, AR
- UMB BankMay 2024 – Aug 2024Kansas City, MO
- Sky Ranch CampsMay 2022 – Aug 2022Powderhorn, CO
- Lifetime FitnessMay 2019 – Mar 2021Overland Park, KS
- Overland Park Soccer ComplexMar 2018 – Jul 2018Overland Park, KS
- UnemployedMar 2025 – May 2025Siloam Springs, AR
- Self-EmployedAug 2023 – May 2024Siloam Springs, KS
- Self-EmployedMay 2023 – Aug 2023Overland Park, KS
- John Brown UniversityAug 2021 – Dec 2024Siloam Springs, AR
- Harmony Middle SchoolMay 2015 – May 2017Overland Park, KS
- Blue Valley Northwest HighschoolAug 2017 – May 2021Overland Park, KS
- Self-EmployedMay 2020 – Aug 2021Overland Park, KS
- Creative Planning, LLCMay 2025 – no end date reportedOverland Park, KS
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Creative Planning
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $200,000 (waivable)
- First $500,0001.20%
- $500,001 – $2,000,0001.00%
- $2,000,001 – $5,000,0000.85%
- $5,000,001 – $10,000,0000.80%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,153
- Offices listed on AdvisorFinder:
- 72
- Main office:
- Overland Park, KS
- SEC file number:
- 801-18564
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 10, 2026
View full firm profileOther advisors at Creative Planning
Showing 12 of 1,153 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Caroline Grace Flannagan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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