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Owen Alexander Keith

Creative Planning

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About Owen Alexander Keith

Owen Alexander Keith is an investment advisor representative at Creative Planning, LLC. Owen has been in the industry since 1996 and has experience in various areas including financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles. Owen has the following licenses and certifications: Series 3, 7, 63, and 65, as well as the Certified Financial Planner designation. Owen is registered to conduct business in Tennessee and Texas.

Firm Information

Owen Keith 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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Owen Keith’s Registration & Firm History

KS

03/02/2023 - Present

Creative Planning (OVERLAND PARK KS)

TN

10/28/1999 - 08/23/2010

CHARLES SCHWAB & CO., INC. (GERMANTOWN TN)

NY

11/20/1996 - 10/05/1999

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/02/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/25/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/12/1999

Series 3 - National Commodity Futures Examination

BC

Issued 11/18/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Owen Alexander Keith.
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