Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
18yrs
Peter Moormeier has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Overland Park, Kansas. Peter has been with Creative Planning since 2018; before that, Peter spent four years at Advice and Planning Services and a year at Bancwest Investment Services. Peter holds the CFP® designation.
One of 2512 advisors with offices in Overland Park, and one of 2253 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 67% of advisors at Creative Planning
Office5454 W. 110th Street, Overland Park, KS 66211
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.11 million
Advisors at the firm1,172
States licensed ?1 state
Services through Creative Planning
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowCreative PlanningCurrent firm
- 2014 – 2018
- Jan 2013 – Dec 2013Bancwest Investment Services, Inc.Previously
- Dec 2012 – Dec 2012Fisher InvestmentsPreviously
- Jan 2011 – Dec 2011Wells Fargo Clearing Services, LLCPreviously
- 2008 – 2011Wells Fargo Investments, LLCPreviously
Questions to ask Peter
Tailored to Peter’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call Creative Planning at (866) 909-5148 and ask for Peter Moormeier. Peter works from the Overland Park, KS office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2008, about 18 years. More experience than 67% of advisors at Creative Planning.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Creative Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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