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Daniel Sandom Pontarelli

Creative Planning

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About Daniel Sandom Pontarelli

Daniel Pontarelli is a financial advisor with Creative Planning. Daniel is a Certified Financial Planner with over 10 years of experience in the financial services industry. Daniel has a Series 7 and Series 66 license. Daniel helps individuals, families, and businesses achieve their financial goals. Creative Planning is a financial advisory firm that provides financial planning and investment management services to individuals, families, and businesses. Creative Planning has offices in Overland Park, Kansas and other locations.

Firm Information

Daniel Pontarelli 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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Daniel Pontarelli’s Registration & Firm History

KS

02/06/2019 - Present

Creative Planning (OVERLAND PARK KS)

MO

08/30/2010 - 11/02/2010

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 09/10/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Sandom Pontarelli.
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