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David Kaye

Chief Financial Officer at Creative Planning

Officer record from the firm’s Form ADVForm ADV filed 10 July 2026

David Kaye is Chief Financial Officer of Creative Planning, LLC, a Overland Park investment adviser.

Role at Creative Planning

Title on Schedule A
Chief Financial Officer
Control
David Kaye is a control person of Creative Planning.
Ownership
An individual ownership band is not available in the source record.
Tenure
David Kaye has held the filed role since June 2020.

The firm

Creative Planning, LLC
Overland Park, KS

Form ADV filed 10 July 2026

$296B AUM100,298 clients1,538 advisers151 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for David Kaye is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
David Kaye
CRD
5903932
Firm
Creative Planning, LLC
Record basis
Form ADV officer listing

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 David Kaye work?

David Kaye has been Chief Financial Officer of Creative Planning, LLC since June 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 10 July 2026

Leadership at Creative Planning

Sources

  1. IAPD individual lookup, CRD 5903932. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Creative Planning, LLC, filed 10 July 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with David Kaye or Creative Planning, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.