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Adam Donald Heathcote

Creative Planning

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About Adam Donald Heathcote

Adam Heathcote is a financial advisor with Creative Planning. Adam is a Certified Financial Planner™ professional. Adam has been in the financial industry for over 17 years. Adam has experience working with individuals, families, and businesses.

Firm Information

Adam Heathcote is currently registered with Creative Planning. Creative Planning is an Overland Park, KS-based firm that provides financial planning, pension consulting, and educational seminars. The firm manages over $175 billion in assets for individuals, businesses, and institutions, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Creative Planning also offers portfolio management services for individuals, businesses, and pooled investment vehicles. The firm has over 879 investment adviser representatives and 1210 total investment advisory personnel.
Creative Planning

5454 W. 110TH STREET

OVERLAND PARK, KS 66211

$175.27B

Assets Under Management

6

Total Clients

832

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Heathcote’s Registration & Firm History

KS

08/28/2023 - Present

Creative Planning (OVERLAND PARK KS)

MN

06/03/2011 - 10/01/2018

VALMARK SECURITIES, INC. (ST. CLOUD MN)

MN

01/10/2006 - 06/08/2011

WESTERN INTERNATIONAL SECURITIES, INC. (ST. CLOUD MN)

CA

10/25/2004 - 01/13/2006

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 01/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Donald Heathcote.
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