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Megan Lea Uphold

Creative Planning

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About Megan Lea Uphold

Megan Lea Uphold is a financial advisor with Creative Planning. She is based in Overland Park, Kansas. She is a Certified Financial Planner. Megan has been working in the financial services industry since 2014. Before joining Creative Planning, she was an advisor at D.M. Kelly & Company and Morgan Stanley. She is licensed to provide financial advice in Iowa.

Firm Information

Megan Uphold 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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Megan Uphold’s Registration & Firm History

KS

07/22/2022 - Present

Creative Planning (OVERLAND PARK KS)

IA

12/21/2016 - 06/17/2022

D.M. KELLY & COMPANY (DES MOINES IA)

IA

06/28/2016 - 12/22/2016

MORGAN STANLEY (WEST DES MOINES IA)

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Licenses & Designations

BOTH

Issued 04/24/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Megan Lea Uphold.
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