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Lee Richardson

Chief Risk And Chief Compliance OfficerCreative Planning, LLCCRD 7288516

About Lee Richardson

Lee Richardson is listed as Chief Risk And Chief Compliance Officer at Creative Planning, LLC in Overland Park, KS. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Creative Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lee Richardson work?

Lee Richardson is listed as Chief Risk And Chief Compliance Officer at Creative Planning, LLC on SEC Form ADV.

How much of Creative Planning, LLC does Lee Richardson own?

Form ADV reports a beneficial ownership band of Under 5%.

Creative Planning, LLC

TitleChief Risk And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2021
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