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- 50,000 to 400,000
- 400,000 to 2 million
- 2 million to 5 million
- 5 million to 10 million
- 10 million to 25 million
- 25 million to 100 million
- Over 100 million
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Creative Planning Trust Company, LLC

4741 Caughlin Parkway, Suite 6
Reno, Nevada 89519
Click here for directions/map

Creative has advisors that cover all 50 states
Toll Free: (866) 909-5148
(888) 243-9402 (fax)

[email protected]

CONTACT US

Creative has advisors that cover all 50 states
Toll Free: (866) 909-5148
(888) 243-9402 (fax)

[email protected]

Creative Planning Trust Company, LLC
4741 Caughlin Parkway, Suite 6
Reno, Nevada 89519
Click here for directions/map

(*) IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verity, and record information that identifies each person who opens an account.

What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.

Creative Planning Trust Company, LLC is licensed and supervised as a retail trust company by the Nevada Financial Institutions Division, pursuant to Nevada Revised Statutes Chapter 669. It is also subject to annual external financial and periodic internal compliance audits by the accounting firm of RSM US, LLC (formerly McGladrey, LLC).