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AS

Amanda H. Staples

Some features on this profile are disabled
CRD#: 5552173
AS

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.

Amanda Hayda Staples, who also goes by Amanda Lani Hayda, Amanda Hayda, was a registered financial professional .

Amanda is a previously registered financial professional and started their career in finance in 2008. Amanda had worked at 7 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Amanda Lani Hayda | Amanda Hayda

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.

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®
None

Experience

Past

December 17, 2021 - April 6, 2026

CREATIVE PLANNING

RIA
CRD#: 105348
Denver, CO
Past

March 17, 2016 - December 31, 2021

LOCKTON INVESTMENT ADVISORS, LLC

RIA
CRD#: 144133
Denver, CO
Past

March 17, 2016 - December 14, 2021

LOCKTON INVESTMENT SECURITIES, LLC

BD
CRD#: 137476
DENVER, CO
Past

January 6, 2015 - February 9, 2016

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
DENVER, CO
Past

January 6, 2015 - February 9, 2016

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
DENVER, CO
Past

January 10, 2011 - December 18, 2014

MMC SECURITIES LLC

RIA
CRD#: 103846
DENVER, CO
Past

January 10, 2011 - December 18, 2014

MMC SECURITIES LLC

BD
CRD#: 103846
DENVER, CO
Past

January 30, 2009 - December 8, 2010

WADDELL & REED

BD
CRD#: 866
DENVER, CO
Past

December 22, 2008 - December 8, 2010

WADDELL & REED

RIA
CRD#: 866
DENVER, CO
Past

October 31, 2008 - December 17, 2008

STRATEGIES CAPITAL MANAGEMENT

RIA
CRD#: 114035
DENVER, CO

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: 4/26/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/30/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/29/2009
General Securities Representative 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)
PREMIUM
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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

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