Role at Creative Planning
- Title on Schedule A
- Chief Technology Officer
- Control
- Chatten Scruggs is a control person of Creative Planning.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Chatten Scruggs has held the filed role since April 2017.
The firm
Form ADV filed 10 July 2026
Career on record
Chatten Scruggs has been registered through Creative Planning since April 2017, and before that through Greenleaf Financial Network, LLC, Vsr Advisory Services and The Masters, Inc..
- Creative PlanningCurrent– present · 9 yearsOverland Park, KS · Adviser representative · Firm CRD 105348
- Passed SIE · 2017
- Christian Wealth Services LLC– · 1 yearLees Summit, MO · Adviser representative · Firm CRD 285128
- Greenleaf Financial Network, LLC– · under a yearLeawood, KS · Adviser representative · Firm CRD 284165
- Vsr Advisory Services– · 14 yearsOverland Park, KS · Adviser representative · Firm CRD 14503
- Passed Series 24 · 2000
- The Masters, Inc.– · 3 yearsOverland Pk, KS · Adviser representative · Firm CRD 108432
- Passed Series 65 · 1999
- Passed Series 7 and Series 63 · 1996
Registrations and exams
Chatten Scruggs has a current investment-adviser registration in Kansas and has passed 5 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Kansas | Investment adviser representative | Approved | 19 April 2017 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 May 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 June 1996 |
| Series 24 | General Securities Principal Examination | 13 June 2000 |
| SIE | Securities Industry Essentials Examination | 9 March 2017 |
| Series 7 | General Securities Representative Examination | 30 May 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Chatten Walker Scruggs
- CRD
- 2739132
- Registration status
- Investment adviser registration
- Office
- 5454 W. 110TH STREET, Overland Park, KS 66211
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Chatten Scruggs work?
Chatten Scruggs has been Chief Technology Officer of Creative Planning, LLC since April 2017, and is a control person of the firm.
Is Chatten Scruggs a financial advisor?
Yes. Chatten Scruggs has a current investment-adviser registration in Kansas, through Creative Planning since April 2017, as of 17 October 2026.
How many years of experience does Chatten Scruggs have?
Chatten Scruggs has worked in the financial industry for 29 years as of 17 October 2026, counted from 11 December 1996, across 5 adviser firms.
What exams has Chatten Scruggs passed?
Chatten Scruggs has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 24 and SIE. The earliest, the Series 7, was passed in May 1996.
Where did Chatten Scruggs work before Creative Planning?
Before Creative Planning, Chatten Scruggs was registered through Greenleaf Financial Network, LLC, November 2016 to March 2017; Vsr Advisory Services, February 2003 to October 2016; The Masters, Inc., December 1999 to February 2003.
Where is Chatten Scruggs based?
Chatten Scruggs’ registered office is in Overland Park, KS.
Leadership at Creative Planning
- Peter MalloukPresident and CEO
- Molly RothoveVice President
- David KayeChief Financial Officer
- Lee RichardsonChief Risk and Chief Compliance Officer
- James BattmerChief Investment Officer
- Jonathan KnappChief Operations Officer
- Ramesh PoolaCo-Chief Investment