JOHN T. HAGENSEN
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CRD#: 5657096
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.
JOHN THOMAS HAGENSEN, CFP®, who also goes by John Hagensen, was a registered financial professional .
JOHN is a previously registered financial professional and started their career in finance in 2009. JOHN had worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.
Biography
John serves as a Managing Director, overseeing offices in Arizona and North Dakota, and works directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including tax planning, retirement, employee benefits and estate planning. John also hosts “Rethink Your Money,” a weekly radio show and podcast, and has authored two books, including his most recent, “The Retirement Flight Plan.”
John brings to his clients more than 13 years of professional experience. Prior to joining Creative Planning, he was the founder and Managing Partner of a national registered independent advisory firm. John was an airline pilot prior to entering the financial industry, and he applies the precision, detail and quality judgment he used as an aviator to his wealth management approach.
John earned a Bachelor of Science degree in biblical studies from Corban University. He also has a Master of Science degree in financial services from the Institute of Business & Finance and obtained a professional certification in Strategic Decision and Risk Management from Stanford University. John is a CERTIFIED FINANCIAL PLANNER™, as designated by the Certified Financial Planner Board of Standards. He is also a CERTIFIED FUND SPECIALIST™, CERTIFIED ESTATE AND TRUST SPECIALIST™, CERTIFIED TAX SPECIALIST™ and CERTIFIED INCOME SPECIALIST™, as designated by the Institute of Business & Finance.
John and his wife, Brittany, have seven children: Bek, Sha, Cruz, Zaya, Jude, Aria and Luna. In his spare time, John enjoys playing the occasional round of golf, surfing and spending time with his family.
Question & Answer
What are your service offerings?
Financial planning
Philanthropic services
Trust & estate planning
Insurance
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
No
Aliases
John Hagensen
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.
Keystone Tax; Chandler, AZ; Not investment related; Tax preparation for existing clients, will be closed after 2022 tax season is wrapped up and will transition tor Creative Planning Tax. 1 hour per month. Keystone Estate Planning; Chandler, AZ; Not investment related; Estate planning and legal service for existing clients, will be closed after the transition tor Creative Planning. 1 hour per month.
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: 2021
Experience
Past
March 30, 2022 - March 3, 2025
CREATIVE PLANNING
RIA
CRD#: 105348
Gilbert, AZ
Past
August 4, 2014 - October 4, 2022
KEYSTONE WEALTH PARTNERS LLC
RIA
CRD#: 171811
CHANDLER, AZ
Past
January 13, 2010 - July 31, 2014
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
RIA
CRD#: 13609
BISMARCK, ND
Past
April 13, 2009 - July 31, 2014
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BD
CRD#: 13609
BISMARCK, ND
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
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.
