Taylor Robert Seiling

Financial advisor at Creative Planning · Overland Park, KS

Last updated 2026-10-10

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Taylor Robert Seiling is a financial advisor at Creative Planning in Overland Park, KS, CRD 4989551. IAPD registration began 2011-08-02.

Registration

CRD number
4989551
Registration status
Active
IAPD registration
2011-08-02
Industry Experience
15 years
Work Experience
20 years
States registered
TX, VA

Licenses and exams

No state licenses or exam codes are listed on the registration.

Designations

  • CFP®

Work history

  • 2006-04 to 2021-04 · Sbsb Financial Advisors · Mclean, VA
  • 2021-04 to Present · Creative Planning · Overland Park, KS

Current employment

SEC IAPD record for Taylor Robert Seiling

Creative Planning

Regulatory AUM
$295,568,603,071
Registered advisors
1,171
Offices
579
Clients per advisor
85.7 (Moderate)
Average AUM per client
$2.9M (Low)
High-net-worth client ratio
39.4% (Moderate)

Creative Planning: advisors, services and reported ETF investments

About

Taylor Robert Seiling is a CFP® financial advisor at Creative Planning in Overland Park, KS. The latest record indicates 15 years of industry experience and 20 years of reported work history. Reported roles include Sbsb Financial Advisors.

Creative Planning's firm-level Form ADV reports 1,171 advisors across 579 offices; approximately 85.7 clients per advisor, average assets per client of $2,946,904, and regulatory AUM of $295.6B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.

PortfolioFuture's firm-level 13F analysis covers $124.5B across 959 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Taylor Robert Seiling personally.

Reported ETF positions

Creative Planning reports 959 ETF positions worth $124.5B on Form 13F; the largest are listed.

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Creative Planning on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Engaged in Other Business
  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Insurance Company or Agency
  • Pension Consultant
  • Adviser to Any Private Fund

Location

5454 W. 110th Street, Overland Park, KS 66211

1,170 advisors at this office.

Creative Planning office in Overland Park, KS

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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