JUSTIN T. WREN

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CRD#: 5782028

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.

JUSTIN TODD WREN, CFP® was a registered financial professional .

JUSTIN is a previously registered financial professional and started their career in finance in 2012. JUSTIN had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Biography

Justin serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Justin addresses all aspects of a healthy financial life including retirement planning, investment management, tax planning, estate planning, business planning, risk management, and charitable planning. Justin’s approach focuses on a thorough understanding of your circumstances to provide you with a truly customized plan to help achieve your goals.

Justin brings more than 12 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Justin was a Financial Planner at an independent investment firm where he served high net worth individuals and families. Justin was involved in portfolio construction, financial plan creation and execution, investment management, and economic and investment research.

Justin earned a Bachelor of Administration degree from North Dakota State University. Justin is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

In his spare time, Justin enjoys road cycling, mountain biking, paddleboarding, and hiking with his wife, Emily, and spending time with their family and friends.

Question & Answer

Are you a "fiduciary"?

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.

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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Past

May 6, 2021 - September 5, 2023

CREATIVE PLANNING

RIA

CRD#: 105348

Bella Vista, AR

Past

June 20, 2019 - March 10, 2021

TRIUNE FINANCIAL PARTNERS, LLC

RIA

CRD#: 152277

OVERLAND PARK, KS

Past

February 24, 2017 - May 7, 2019

IOWA WEALTH MANAGEMENT, LLC

RIA

CRD#: 286435

WEST DES MOINES, IA

Past

January 4, 2016 - February 28, 2017

INVESTMENT CENTERS OF AMERICA, INC.

RIA

CRD#: 16443

WEST DES MOINES, IA

Past

September 28, 2015 - February 28, 2017

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

WEST DES MOINES, IA

Past

May 7, 2015 - September 17, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

FARGO, ND

Past

August 28, 2012 - June 24, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

FARGO, 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".

CREATIVE PLANNING

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/21/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/10/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/28/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/28/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/27/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CREATIVE PLANNING

CRD#: 105348 / SEC#: 801-18564

RIA

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

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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

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 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	Cover Page	Report
09/19/2024	Cover Page	Report
01/03/2024	Cover Page	Report
01/18/2023	Cover Page	Report

Red Flags

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Contact information

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JUSTIN T. WREN

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TRIUNE FINANCIAL PARTNERS, LLC

IOWA WEALTH MANAGEMENT, LLC

INVESTMENT CENTERS OF AMERICA, INC.

INVESTMENT CENTERS OF AMERICA, INC.

WELLS FARGO CLEARING SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

CREATIVE PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2015

Series 63

Date: 9/10/2012

SIE

Date: 2/28/2017

Series 7

Date: 5/28/2016

Series 6

Date: 8/27/2012

Current Firm

CREATIVE PLANNING

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CREATIVE PLANNING

TRUST BUT VERIFY

Contact information

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