Kathleen L. Blain

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CRD#: 7476209

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.

Kathleen Louise Blain, who also goes by Kathleen Louise Meyer, was a registered financial professional .

Kathleen is a previously registered financial professional and started their career in finance in 2021. Kathleen had worked at 1 firm .

Biography

Kathy serves as a Wealth Manager, working closely with her clients to develop and implement comprehensive financial plans to address their goals and complex financial needs. Kathy practices in the areas of retirement planning, investment management, tax planning, estate planning, risk management, education planning, and charitable planning. Kathy's approach focuses on a thorough understanding of your circumstances to provide you with comprehensive wealth management.

Kathy brings more than 20 years of experience in the financial services industry to her clients. Prior to joining Creative Planning, Kathy was a Client Service Advisor at an independent investment advisory firm in Cincinnati. Kathy began her career in a trust investment department of a regional bank in Ohio serving high net worth families.

Kathy earned a Bachelor of Science in Business Administration degree in Marketing and a Master of Business degree in Finance and Tax from Xavier University in Cincinnati. Kathy is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Kathy and her husband, Jeff, have four adult children. In her spare time, Kathy enjoys trying new restaurants, attending Cincinnati Reds or Bengals games, and spending time with family.

Question & Answer

Are you a "fiduciary"?

Aliases

Kathleen Louise Meyer

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 6, 2021 - April 4, 2025

CREATIVE PLANNING

RIA

CRD#: 105348

Montgomery, OH

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

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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Kathleen L. Blain

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CREATIVE PLANNING

Primary Firm SEC Registration

CREATIVE PLANNING

State Registrations and Notice Filings

Exams

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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