Kenji Kyo Callahan
Investment Adviser Representative at Creative Planning
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kenji Kyo Callahan is an investment adviser representative with Creative Planning in Bangor, WI, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Aegis Financial. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Wisconsin.
Registrations & licenses
- Investment adviser:
- Wisconsin
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.
- AEGIS FinancialFeb 2022 – May 2024Oshkosh, WI
- AEGIS FinancialJan 2022 – May 2024Oshkosh, WI
- Marian UniversityAug 2019 – May 2022Fond du Lac, WI
- Marian UniversityAug 2021 – May 2022Fond du Lac, WI
- Safelite AutoglassMay 2021 – Aug 2021Saint Paul, MN
- SchoolJul 2012 – May 2021Saint Paul, MN
- Saint Paul AquaticsFeb 2016 – May 2021Saint Paul, MN
- Lerner Publishing GroupMay 2020 – Aug 2020Minneapolis, MN
- Creative Planning, LLCMay 2024 – no end date reportedMilwuakee, WI
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
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kenji Kyo Callahan 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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