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Courtney Stroope
20 Years of Experience
Overland Park, KS
1 Disclosure
Courtney Stroope is a registered investment advisor at Creative Planning, based in Overland Park, KS, with 20 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1101 advisors
Number of Clients
84,858 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$217.4B
Fee Structure
Minimum Investment:$30K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5454 W. 110th Street, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
December 2005Employment History
Current Registrations
Creative Planning
December 2021 - Present · 4 yrs 9 mos
Previous Registrations
Lockton Investment Advisors, LLC
October 2012 - January 2022 · 9 yrs 3 mos
Lockton Investment Securities, LLCBroker
October 2012 - December 2021 · 9 yrs 2 mos
Lockton Financial Advisors, LLCBroker
July 2008 - October 2011 · 3 yrs 3 mos
Lockton Investment Advisors, LLC
July 2007 - October 2012 · 5 yrs 3 mos
Aig Financial Advisors, INC.
January 2006 - August 2007 · 1 yr 7 mos
Aig Financial Advisors, INC.Broker
December 2005 - July 2008 · 2 yrs 7 mos
World Choice Securities, INC.Broker
July 2005 - January 2006 · 6 mos
AXA Advisors, LLCBroker
March 2005 - June 2005 · 3 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.