Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
10yrs
Jonathan Abdo is a financial advisor in Overland Park, Kansas, with 10 years in the industry. Jonathan joined Creative Planning in 2023, a firm offering financial planning, investment management, and private fund management. Jonathan holds the CFP® designation.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
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 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowCreative PlanningCurrent firm
Questions to ask Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call Creative Planning at (866) 909-5148 and ask for Jonathan Abdo. Jonathan works from the Overland Park, KS office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Jonathan hold?
Series 63. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jonathan paid?
Creative Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan 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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