PAULA H. HOGAN
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CRD#: 4387678
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.
PAULA HENDERSON HOGAN, CFP®, who also goes by Paula Curtis Henderson, was a registered financial professional .
PAULA is a previously registered financial professional and started their career in finance in 2004. PAULA had worked at 2 firms .
Biography
Paula is a Partner and Private Wealth Manager, working closely with her clients to understand their goals and values and to create and maintain customized financial plans. Paula provides comprehensive advice in the areas of retirement planning, tax planning, risk management, employee benefits, education planning, estate planning, and investment management.
Paula brings over twenty years of experience working with individual clients and their families, and particularly enjoys working with clients at the point of personal financial transitions. Prior to joining Creative Planning, Paula founded and ran an independent financial advisory firm known for its early adoption of the fiduciary business model, comprehensive financial planning, and of passive investment strategies. She has served on the national boards of the National Association of Personal Financial Advisors (NAPFA) and of the Financial Planning Association (FPA), as President of the Milwaukee Chapter of the American Association of Individual Investors, and is the author of many published articles on financial planning.
Paula is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and a Chartered Financial Analyst (CFA) as designated by the CFA Institute.
Paula and her husband Quinn have four adult children – Jack, Charlotte, Marian, Reed, and a growing number of grandchildren. In her spare time, she enjoys spending time with family, traveling, playing bridge, reading and writing.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Elder Care
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Tax Planning
Life Transitions
Estate Planning
Insurance Planning
Retirement Income Management
Are you a "fiduciary"?
No
Aliases
Paula Curtis Henderson
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.
The advisor shows no other business activity.
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: 1986
Experience
Past
January 3, 2020 - January 3, 2024
CREATIVE PLANNING
RIA
CRD#: 105348
Milwaukee, WI
Past
November 17, 2004 - December 20, 2019
HOGAN FINANCIAL
RIA
CRD#: 111600
MILWAUKEE, WI
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
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.
