AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DK

David M. Kirkeby

Some features on this profile are disabled
CRD#: 1959116
DK

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Manley Kirkeby, CFP® was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1989. David had worked at 11 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Rental Property; Investment-related; 5855 N Kolb Road #3101,Tucson, AZ 85750; Rental property; Owner; Start - January 2014; 0 hours/month; 0 hours/month during securities trading hours; This property is professionally managed and maintained by an outside firm for a fee.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2003

Experience

Past

July 1, 2025 - September 17, 2025

CREATIVE PLANNING

RIA
CRD#: 105348
Aiea, HI
Past

January 29, 2019 - August 7, 2025

MOSAIC PACIFIC INVESTMENT ADVISORS

RIA
CRD#: 169423
HONOLULU, HI
Past

February 14, 2011 - December 24, 2019

INVESTMENT MANAGEMENT HAWAII

RIA
CRD#: 156532
HONOLULU, HI
Past

January 3, 2005 - August 14, 2009

PACIFIC ISLANDS FINANCIAL MANAGEMENT, LLC

RIA
CRD#: 132659
HONOLULU, HI
Past

August 24, 2001 - January 3, 2005

INVESMART SECURITIES, LLC

BD
CRD#: 104168
PITTSBURGH, PA
Past

January 18, 2001 - January 3, 2005

INVESMART ADVISORS INC

RIA
CRD#: 108731
HONOLULU, HI
Past

September 22, 2000 - November 30, 2000

MCG EQUITIES, LLC

BD
CRD#: 45304
PORTLAND, OR
Past

September 8, 1997 - December 31, 1998

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

November 7, 1995 - August 6, 1996

BANKOH INVESTMENT SERVICES, INC.

BD
CRD#: 29280
HONOLULU, HI
Past

May 28, 1993 - November 8, 1993

PAC EQUITY SECURITIES, INC.

BD
CRD#: 7567
HONOLULU, HI
Past

June 20, 1989 - March 19, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CREATIVE PLANNING
CREATIVE PLANNING | WOMEN'S WEALTH MANAGEMENT | THE EXCHANGE TRADED FUND CENTER | CREATIVE PLANNING, LLC | CREATIVE PLANNING, INC. | CREATIVE PLANNING INC

CRD#: 105348 / SEC#: 801-18564

RIA
Registered Investment Advisory firm - (3/18/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 7/5/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/17/1989
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/11/2002
General Securities Principal Examination

Current Firm

CP
CREATIVE PLANNING
CREATIVE PLANNING | WOMEN'S WEALTH MANAGEMENT | THE EXCHANGE TRADED FUND CENTER | CREATIVE PLANNING, LLC | CREATIVE PLANNING, INC. | CREATIVE PLANNING INC

CRD#: 105348 / SEC#: 801-18564

RIA
Registered Investment Advisory firm - (3/18/1983 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5454 W. 110th Street, Overland Park, KS 66211
Mailing Address
Phone number
(866) 909-5148
Established
Firm type
Fiscal year end
# of Employees
1,428

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CREATIVE PLANNING FIRM BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts269,686
AUM (Assets Under Management)$ 217,399,324,981

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
06/27/2025
Cover Page
Report
09/19/2024
Cover Page
Report
01/03/2024
Cover Page
Report
01/18/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CREATIVE PLANNING

CRD#: 105348

TRUST BUT VERIFY

Monitor David Kirkeby

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.