MICHAEL L. KALSCHEUR
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CRD#: 2640124
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.
MICHAEL LANCE KALSCHEUR, CFP®, who also goes by Michael L Kalscheur, was a registered financial professional .
MICHAEL is a previously registered financial professional and started their career in finance in 1995. MICHAEL had worked at 8 firms and has passed the Series 63 and Series 6 exams.
Biography
Michael is a Partner with Creative Planning and serves as a Wealth Manager, working directly with clients to develop customized financial plans to address their goals and complex financial needs. Michael specializes in the areas of retirement planning, investment management, tax planning, estate planning, business valuation & transition planning, risk management, and charitable planning.
Michael brings more than 25 years of experience in the financial services industry to his business and personal clients. Prior to joining Creative Planning, Michael was a partner and senior financial consultant with the one of the oldest fee-only planning firms in Indiana. He has also previously worked within a bank trust department and institutional investment management consulting, primarily for endowments and foundations.
Michael earned a Bachelor of Science degree in Finance from Butler University in Indianapolis. Michael is also a CERTIFIED FINANCIAL PLANNER™ as designated by the Certified Financial Planner Board of Standards
Michael and his wife Amy have eight children – Joseph (Vivian), Olivia (Fletcher), Alexander, Sophia, Ava, Anna, Victoria and Regina – and four wonderful grandchildren. Michael spends his free time working on cars and miscellaneous home remodeling projects, along with helping Amy with her DJ business.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Small Business Planning
Comprehensive Financial Planni...
Estate Planning
Business Succession Planning
Are you a "fiduciary"?
No
Aliases
Michael L Kalscheur
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.
PiggyBack, Inc.; Indianapolis, IN; Not investment related; Nature of business is software startup; Position is contractor; start 9-1-19; 1 hour per month/0 hours during trading. Zufrieden, LLC; Indianapolis, IN; Is investment related; Nature of business is Real Estate Holding Company; Position is Co-owner; start 3-31-16; 5 hours per month/0 hours during trading. NeuroHope; Indianapolis, IN Not investment related; Nature of business- offer a variety of extended care programs including: specialized physical therapy, guided rehabilitative exercise, and individually tailored wellness programs; Position-Board Member; start date-5.4.22; 10 hours per month/0 hours during trading.
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®
Start date: 1999
Experience
Past
June 24, 2021 - January 27, 2025
CREATIVE PLANNING
RIA
CRD#: 105348
Indianapolis, IN
Past
November 25, 2009 - June 21, 2021
CASTLE INVESTMENT ADVISORY, LLC
RIA
CRD#: 148569
INDIANAPOLIS, IN
Past
April 17, 2008 - October 6, 2008
PROSPERO FINANCIAL PLANNING, LLC
RIA
CRD#: 113046
INDIANAPOLIS, IN
Past
June 6, 2007 - April 3, 2008
COMPREHENSIVE FINANCIAL PLANNING SERVICES CORP.
RIA
CRD#: 122537
ZIONSVILLE, IN
Past
November 1, 2006 - December 18, 2006
J.J.B. HILLIARD, W.L. LYONS, LLC
RIA
CRD#: 453
INDIANAPOLIS, IN
Past
January 1, 2001 - September 10, 2003
FEG
RIA
CRD#: 121658
INDIANAPOLIS, IN
Past
August 7, 1995 - November 4, 1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
August 7, 1995 - November 4, 1996
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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
General Industry/Product Exam
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
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 269,686 |
| AUM (Assets Under Management) | $ 217,399,324,981 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/27/2025 | ||
| 09/19/2024 | ||
| 01/03/2024 | ||
| 01/18/2023 |
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.
