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Jonathan Knapp

Chief Operations Officer at Creative Planning

Investment adviser registrationOverland Park, KSSEC record checked 18 October 2026

12
Years in the industry
12
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 18 October 2026SEC record

Jonathan Knapp is Chief Operations Officer of Creative Planning, LLC, a Overland Park investment adviser managing $296B. Jonathan Knapp has been registered through Creative Planning since 20 September 2014, has 12 years in the industry across 1 firm and has passed the Series 65.

Role at Creative Planning

Title on Schedule A
Chief Operations Officer
Control
Jonathan Knapp is a control person of Creative Planning.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jonathan Knapp has held the filed role since July 2018.

The firm

Creative Planning, LLC
Overland Park, KS

Form ADV filed 10 July 2026

$296B AUM100,298 clients1,538 advisers151 offices

Career on record

Jonathan Knapp has been registered through Creative Planning since September 2014.

Firms and exams, newest first
  1. Creative PlanningCurrent
    – present · 12 years
    Overland Park, KS · Adviser representative · Firm CRD 105348
  2. Passed Series 65 · 2014

Registrations and exams

Jonathan Knapp has a current investment-adviser registration in Kansas and has passed 1 qualifying exam.

Kansas20 September 2014
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6520 September 2014
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Jonathan Michael Knapp
CRD
6364440
Firm
Creative Planning, LLC
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 Jonathan Knapp work?

Jonathan Knapp has been Chief Operations Officer of Creative Planning, LLC since July 2018, and is a control person of the firm.

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

Is Jonathan Knapp a financial advisor?

Yes. Jonathan Knapp has a current investment-adviser registration in Kansas, through Creative Planning since September 2014, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Jonathan Knapp have?

Jonathan Knapp has worked in the financial industry for 12 years as of 18 October 2026, counted from 19 September 2014, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Jonathan Knapp passed?

Jonathan Knapp passed the Series 65 in September 2014.

Source: IAPD individual record, checked 18 October 2026

Where is Jonathan Knapp based?

Jonathan Knapp’s registered office is in Overland Park, KS.

Source: IAPD individual record, checked 18 October 2026

Leadership at Creative Planning

Sources

  1. IAPD individual record, CRD 6364440. Registration status, employment history and examinations.
  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 Jonathan Knapp or Creative Planning, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.