DEPARTMENT OF INSURANCE

Affiliations

Name	Creative Planning Insurance LLC	DOIID	773015	NAIC NPN	7924615

License - Line of Authority Information

Status	Residency	Class	Line of Authority	Active Date	License Expiration Date
Active	Non Resident	Agent	Property	1/19/2012	3/31/2026
Active	Non Resident	Agent	Life	1/17/2024	3/31/2026
Active	Non Resident	Agent	Health	1/19/2012	3/31/2026
Active	Non Resident	Agent	Casualty	1/19/2012	3/31/2026
* If a status Is Pending, Pending Replacement,Or the record displays Affidavit On File, click On them For more details.

Appointments with the following Insurers

Status	Affiliation Name	DOI Number	Line of Authority	Active Date	Inactive Date
Active	ACE American Insurance Company	300625	Agent - Casualty	12/28/2016
Active	ACE American Insurance Company	300625	Agent - Property	12/28/2016
Active	AIG Property Casualty Company	300621	Agent - Casualty	4/20/2018
Active	AIG Property Casualty Company	300621	Agent - Property	4/20/2018
Active	AMCO Insurance Company	300204	Agent - Casualty	1/29/2015
Active	AMCO Insurance Company	300204	Agent - Property	1/29/2015
Active	Aetna Health and Life Insurance Company	300523	Agent - Health	2/23/2021
Active	Allied Insurance Company of America	793586	Agent - Casualty	1/29/2015
Active	Allied Insurance Company of America	793586	Agent - Property	1/29/2015
Active	Allied Property and Casualty Insurance Company	300279	Agent - Casualty	1/29/2015
Active	Allied Property and Casualty Insurance Company	300279	Agent - Property	1/29/2015
Active	American Bankers Insurance Company of Florida	300360	Agent - Casualty	10/18/2018
Active	American Bankers Insurance Company of Florida	300360	Agent - Property	10/18/2018
Inactive	American Economy Insurance Company	300315	Agent - Casualty	11/9/2019	3/29/2024
Inactive	American Economy Insurance Company	300315	Agent - Property	11/9/2019	3/29/2024
Inactive	American Fire and Casualty Company	300567	Agent - Casualty	2/6/2012	3/29/2024
Inactive	American Fire and Casualty Company	300567	Agent - Property	2/6/2012	3/29/2024
Active	Automobile Insurance Company of Hartford, Connecticut	300630	Agent - Casualty	6/26/2018
Active	Automobile Insurance Company of Hartford, Connecticut	300630	Agent - Property	6/26/2018
Active	Bankers Standard Insurance Company	301620	Agent - Casualty	12/28/2016
Active	Bankers Standard Insurance Company	301620	Agent - Property	12/28/2016
Active	Banner Life Insurance Company	301696	Agent - Life	6/11/2024
Inactive	Berkley Insurance Company	301355	Agent - Casualty	10/19/2012	1/22/2018
Inactive	Berkley Insurance Company	301355	Agent - Property	10/19/2012	1/22/2018
Active	Care Improvement Plus South Central Insurance Company	799697	Agent - Health	7/20/2022
Active	Cincinnati Casualty Company (The)	300308	Agent - Casualty	2/14/2023
Active	Cincinnati Casualty Company (The)	300308	Agent - Property	2/14/2023
Active	Cincinnati Insurance Company	301298	Agent - Casualty	1/13/2015
Active	Cincinnati Insurance Company	301298	Agent - Property	1/13/2015
Inactive	Consolidated Insurance Company	300943	Agent - Casualty	2/6/2012	10/13/2022
Inactive	Consolidated Insurance Company	300943	Agent - Property	2/6/2012	10/13/2022
Active	Continental Casualty Company	301019	Agent - Casualty	2/8/2016
Active	Continental Casualty Company	301019	Agent - Property	2/8/2016
Active	Continental Life Insurance Company of Brentwood Tennessee	301526	Agent - Health	2/23/2021
Active	Crestbrook Insurance Company	805354	Agent - Casualty	5/7/2015
Active	Crestbrook Insurance Company	805354	Agent - Property	5/7/2015
Active	Depositors Insurance Company	301634	Agent - Casualty	1/29/2015
Active	Depositors Insurance Company	301634	Agent - Property	1/29/2015
Active	Elips Life Insurance Company	301087	Agent - Health	4/14/2022
Inactive	Employers Assurance Company	300120	Agent - Casualty	10/9/2013	12/11/2018
Inactive	Employers Preferred Insurance Company	520656	Agent - Casualty	10/9/2013	12/11/2018
Active	Federal Insurance Company	301144	Agent - Casualty	2/23/2012
Active	Federal Insurance Company	301144	Agent - Property	2/23/2012
Inactive	Great Divide Insurance Company	301636	Agent - Casualty	11/19/2018	1/11/2019
Inactive	Great Divide Insurance Company	301636	Agent - Property	11/19/2018	1/11/2019
Inactive	Indiana Insurance Company	301909	Agent - Casualty	2/6/2012	2/3/2023
Inactive	Indiana Insurance Company	301909	Agent - Property	2/6/2012	2/3/2023
Active	John Hancock Life Insurance Company (U.S.A.)	300132	Agent - Health	9/28/2023
Inactive	Lumico Life Insurance Company	300354	Agent - Health	4/28/2021	2/17/2023
Active	Milbank Insurance Company	925185	Agent - Casualty	1/26/2020
Active	Milbank Insurance Company	925185	Agent - Property	1/26/2020
Active	Mount Vernon Fire Insurance Company	301397	Agent - Casualty	4/12/2018
Active	Mount Vernon Fire Insurance Company	301397	Agent - Property	4/12/2018
Active	Mutual of Omaha Insurance Company	301012	Agent - Health	2/6/2012
Active	Nationwide Agribusiness Insurance Company	301008	Agent - Casualty	11/4/2016
Active	Nationwide Agribusiness Insurance Company	301008	Agent - Property	11/4/2016
Active	Nationwide Assurance Company	300166	Agent - Casualty	3/4/2020
Active	Nationwide General Insurance Company	300603	Agent - Casualty	8/28/2019
Active	Nationwide General Insurance Company	300603	Agent - Property	8/28/2019
Active	Nationwide Insurance Company of America	300333	Agent - Casualty	8/28/2019
Active	Nationwide Insurance Company of America	300333	Agent - Property	8/28/2019
Active	Nationwide Mutual Insurance Company	301749	Agent - Casualty	8/25/2016
Active	Nationwide Mutual Insurance Company	301749	Agent - Property	8/25/2016
Active	Nationwide Property and Casualty Insurance Company	300599	Agent - Casualty	2/2/2022
Active	Nationwide Property and Casualty Insurance Company	300599	Agent - Property	2/2/2022
Inactive	Netherlands Insurance Company (The)	300339	Agent - Casualty	2/6/2012	5/10/2024
Inactive	Netherlands Insurance Company (The)	300339	Agent - Property	2/6/2012	5/10/2024
Inactive	Ohio Casualty Insurance Company	301492	Agent - Casualty	2/6/2012	3/29/2024
Inactive	Ohio Casualty Insurance Company	301492	Agent - Property	2/6/2012	3/29/2024
Inactive	Ohio Security Insurance Company	300622	Agent - Casualty	2/6/2012	3/29/2024
Inactive	Ohio Security Insurance Company	300622	Agent - Property	2/6/2012	3/29/2024
Active	Peerless Indemnity Insurance Company	571682	Agent - Casualty	2/6/2012
Active	Peerless Indemnity Insurance Company	571682	Agent - Property	2/6/2012
Active	Peerless Insurance Company	301910	Agent - Casualty	2/6/2012
Active	Peerless Insurance Company	301910	Agent - Property	2/6/2012
Active	Privilege Underwriters Reciprocal Exchange	769657	Agent - Casualty	6/18/2018
Active	Privilege Underwriters Reciprocal Exchange	769657	Agent - Property	6/18/2018
Active	Pruco Life Insurance Company	300954	Agent - Life	1/23/2024
Inactive	SAFECO Insurance Company of America	300159	Agent - Casualty	2/6/2012	3/29/2024
Inactive	SAFECO Insurance Company of America	300159	Agent - Property	2/6/2012	3/29/2024
Inactive	SAFECO Insurance Company of Illinois	301350	Agent - Casualty	2/6/2012	3/29/2024
Inactive	SAFECO Insurance Company of Illinois	301350	Agent - Property	2/6/2012	3/29/2024
Active	Standard Fire Insurance Company (The)	301068	Agent - Casualty	6/26/2018
Active	Standard Fire Insurance Company (The)	301068	Agent - Property	6/26/2018
Active	The Phoenix Insurance Company	301502	Agent - Casualty	9/9/2020
Active	The Phoenix Insurance Company	301502	Agent - Property	9/9/2020
Active	Transportation Insurance Company	301575	Agent - Casualty	3/13/2018
Active	Transportation Insurance Company	301575	Agent - Property	3/13/2018
Active	Travelers Casualty and Surety Company of America	301334	Agent - Casualty	3/14/2019
Active	Travelers Casualty and Surety Company of America	301334	Agent - Property	3/14/2019
Inactive	Travelers Commercial Insurance Company	301506	Agent - Casualty	3/1/2012	12/5/2013
Inactive	Travelers Commercial Insurance Company	301506	Agent - Property	3/1/2012	12/5/2013
Active	Travelers Home and Marine Insurance Company (The)	301802	Agent - Casualty	6/18/2018
Active	Travelers Home and Marine Insurance Company (The)	301802	Agent - Property	6/18/2018
Inactive	Travelers Indemnity Company (The)	301855	Agent - Casualty	3/1/2012	12/5/2013
Inactive	Travelers Indemnity Company (The)	301855	Agent - Property	3/1/2012	12/5/2013
Inactive	Travelers Indemnity Company of America (The)	301093	Agent - Casualty	3/1/2012	12/5/2013
Inactive	Travelers Indemnity Company of America (The)	301093	Agent - Property	3/1/2012	12/5/2013
Active	Travelers Personal Insurance Company	705785	Agent - Casualty	8/4/2022
Active	Travelers Personal Insurance Company	705785	Agent - Property	8/4/2022
Active	UnitedHealthcare Insurance Company	300946	Agent - Health	2/4/2021
Inactive	UnitedHealthcare Insurance Company of the River Valley	1027817	Agent - Health	2/4/2021	12/22/2022
Inactive	UnitedHealthcare of Kentucky, Ltd.	301337	Agent - Health	2/4/2021	12/23/2021
Active	UnitedHealthcare of Wisconsin, Inc.	871491	Agent - Health	2/4/2021
Inactive	West American Insurance Company	301112	Agent - Casualty	2/6/2012	3/29/2024
Inactive	West American Insurance Company	301112	Agent - Property	2/6/2012	3/29/2024
Active	XL Specialty Insurance Company	301605	Agent - Casualty	2/25/2021
Active	XL Specialty Insurance Company	301605	Agent - Property	2/25/2021

Designated Individuals

Status	Affiliation Name	DOI Number	Line of Authority	Active Date	Inactive Date
Denied	Able, Glenn P	956087	Agent - Health
Active	Adams, Julie C	940172	Agent - Casualty	4/25/2017
Active	Adams, Julie C	940172	Agent - Property	4/25/2017
Inactive	Apsey, Steven H	1225561	Agent - Health	2/3/2023	7/9/2024
Active	Baird, Thomas A	1107166	Agent - Health	2/17/2021
Active	Beard, Kirk R	1225547	Agent - Health	1/26/2023
Active	Bexten, Kathryn M	1225519	Agent - Health	1/13/2023
Active	Bibb, Sarah Jane	991472	Agent - Health	8/24/2022
Inactive	Bronson, Joan M	1226040	Agent - Health	1/13/2023	7/9/2024
Inactive	Gee, Ryan L	1231363	Agent - Health	4/19/2023	7/9/2024
Active	Geter, Meghann Rose	941039	Agent - Casualty	4/25/2017
Active	Geter, Meghann Rose	941039	Agent - Property	4/25/2017
Active	James, Sandra Ann	1225537	Agent - Health	1/13/2023
Inactive	Levitats, Mark Ira	881114	Agent - Health	7/7/2022	10/8/2023
Inactive	Mallouk, Peter A	724480	Agent - Health	4/19/2023	1/12/2024
Active	McGrory, Movina	946131	Agent - Health	7/7/2022
Denied	Morris, Douglas E	767271	Agent - Casualty
Denied	Morris, Douglas E	767271	Agent - Health
Denied	Morris, Douglas E	767271	Agent - Property
Active	Moulder, Jameson	950706	Agent - Health	2/17/2021
Active	Norton, Lucas R	950707	Agent - Health	4/25/2023
Active	Rusnak, Kristina Marie	1225543	Agent - Health	1/31/2023
Active	Schmoll, Lori Dean	1035911	Agent - Casualty	4/25/2019
Active	Schmoll, Lori Dean	1035911	Agent - Property	4/25/2019
Active	Seiler, Craig J	765400	Agent - Casualty	1/19/2012
Active	Seiler, Craig J	765400	Agent - Health	1/19/2012
Active	Seiler, Craig J	765400	Agent - Life	1/17/2024
Active	Seiler, Craig J	765400	Agent - Property	1/19/2012
Denied	Simonson, Thomas	711851	Agent - Health
Active	Sparks, Joseph M	951037	Agent - Health	7/7/2022
Active	Unser, Richard David	721214	Agent - Health	7/7/2022
Active	Willoughby Wuellner, Wendy Jean	860451	Agent - Casualty	1/13/2015
Active	Willoughby Wuellner, Wendy Jean	860451	Agent - Property	1/13/2015
Inactive	Wirtz, James Arthur	1255050	Agent - Health	4/19/2023	7/10/2024