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CFP

Kelly Senkyr

Creative Planning
16 Years of Experience
Urbandale, IA
View SEC Summary
View SEC Summary

Kelly Senkyr is a CFP-designated registered investment advisor at Creative Planning, based in Urbandale, IA, with 16 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B in assets under management.

Creative Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1174 advisors
Number of Clients
100,298 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$295.6B

Fee Structure

Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10.0M - $25.0M0.70%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.25%

Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

12100 Meredith Drive, Suite 200, Urbandale, IA, 50323

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Creative Planning
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Charles Schwab & CO., INC.
May 2012 - March 2020 · 7 yrs 10 mos
Charles Schwab & CO., INC.Broker
May 2012 - March 2020 · 7 yrs 10 mos
Cuso Financial Services, L.P.Broker
October 2011 - April 2012 · 6 mos
Cuso Financial Services, L.P.
October 2011 - April 2012 · 6 mos
Edward Jones
August 2011 - August 2011 · 0 mos
Edward JonesBroker
August 2011 - August 2011 · 0 mos
Edward Jones
December 2008 - April 2011 · 2 yrs 4 mos
Edward JonesBroker
October 2008 - April 2011 · 2 yrs 6 mos
State Registrations2 states
IATX
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.
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