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.

License Renewal Information

Class	Invoice Date	Response Due / Expiration Date	Response Received Date	Payment Received Date	Renewal Complete
Agent	01/15/2026	03/31/2026

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
Inactive	Elips Life Insurance Company	301087	Agent - Health	4/14/2022	1/23/2025
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
Active	HealthSpring National Health Insurance Company	300235	Agent - Health	9/13/2024
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
Inactive	Peerless Indemnity Insurance Company	571682	Agent - Casualty	2/6/2012	9/26/2024
Inactive	Peerless Indemnity Insurance Company	571682	Agent - Property	2/6/2012	9/26/2024
Inactive	Peerless Insurance Company	301910	Agent - Casualty	2/6/2012	5/8/2025
Inactive	Peerless Insurance Company	301910	Agent - Property	2/6/2012	5/8/2025
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
Inactive	Beard, Kirk R	1225547	Agent - Health	1/26/2023	8/9/2024
Inactive	Bexten, Kathryn M	1225519	Agent - Health	1/13/2023	4/23/2025
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