Ian Patrick Middendorf
Investment Adviser Representative at Creative Planning
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ian Patrick Middendorf is an investment adviser representative with Creative Planning in Overland Park, KS, where they have been registered since 2025, 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.
- Creative Planning, LLCJun 2025 – no end date reportedOverland Park, KS
- Paramount ParkingSep 2024 – May 2025Omaha, NE
- ConagraJun 2024 – Aug 2024Omaha, NE
- Paramount ParkingJan 2024 – May 2024Omaha, NE
- Elemental Scientific IncSep 2023 – Dec 2023Omaha, NE
- Milli BankSep 2023 – Dec 2023Omaha, NE
- The Federal Reserve Bank of Kansas CityJun 2023 – Aug 2023Kansas City, KS
- Fidelity Financial IncAug 2022 – May 2023Omaha, NE
- StroudsMay 2022 – Jul 2022Kansas City, KS
- Creighton UniversityAug 2021 – May 2022Omaha, NE
- Rudy's Tenampa TaqueriaMay 2021 – Aug 2021Lenexa, KS
- Brookridge Golf & FitnessAug 2020 – May 2021Kansas City, KS
- Rudy's Tenampa TaqueriaMay 2020 – Aug 2020Lenexa, KS
- Saint Thomas AquinasAug 2017 – Aug 2020Overland Park, KS
- Holy Cross Catholic SchoolJun 2015 – Jul 2017Overland 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
Similar advisors in Overland Park, KS
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ian Patrick Middendorf 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched