creativeplanning.com
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URL:
https://creativeplanning.com/campaigns/custom-wealth-management-lp-nb/
Submission: On February 15 via api from US — Scanned from DE
Submission: On February 15 via api from US — Scanned from DE
Form analysis 2 forms found in the DOM
POST /campaigns/custom-wealth-management-lp-nb/#gf_30
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_30" id="gform_30" action="/campaigns/custom-wealth-management-lp-nb/#gf_30" data-formid="30" novalidate="">
<div class="gform-body gform_body">
<div id="gform_page_30_1" class="gform_page " data-js="page-field-id-1">
<div class="gform_page_fields">
<ul id="gform_fields_30" class="gform_fields top_label form_sublabel_below description_below">
<li id="field_30_26" class="gfield gfield--type-html full-width gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_30_26" data-conditional-logic="visible">
<h3> Let’s Talk </h3>
<p>Connect with a wealth advisor in your area for a free, no-obligation consultation!</p>
</li>
<li id="field_30_39" class="gfield gfield--type-html gfield--width-full full-width gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_30_39" data-conditional-logic="hidden" style="display: none;">
<h3> Let’s Talk </h3>
<p>Connect with a financial advisor in your area for a free, no-obligation consultation!</p>
</li>
<li id="field_30_38" class="gfield gfield--type-html gfield--width-full full-width gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_30_38" data-conditional-logic="hidden" style="display: none;">
<p><span style="color:#0f5271; font-size:14px;text-transform:uppercase;">Let's Talk</span><br>Connect with a financial advisor in your area for a free, no-obligation consultation!</p>
</li>
<li id="field_30_36" class="gfield gfield--type-html gfield--width-full full-width gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_30_36" data-conditional-logic="hidden" style="display: none;">
<h3> Let’s Talk </h3>
<p>Connect with a retirement planner in your area for a free, no-obligation consultation!</p>
</li>
<li id="field_30_37" class="gfield gfield--type-html gfield--width-full full-width gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_30_37" data-conditional-logic="hidden" style="display: none;">
<h3> Let’s Talk </h3>
<p>Connect with a financial advisor in your area for a free, no-obligation consultation!</p>
</li>
<li id="field_30_34" class="gfield gfield--type-html gfield--width-full full-width gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_30_34" data-conditional-logic="hidden" style="display: none;">
<p><span style="color:#0f5271; font-size:14px;text-transform:uppercase;">Let's Talk</span><br>Connect with a financial advisor in Overland Park for a free, no-obligation consultation!</p>
</li>
<li id="field_30_35" class="gfield gfield--type-html gfield--width-full full-width gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_30_35" data-conditional-logic="hidden" style="display: none;">
<p><span style="color:#0f5271; font-size:14px;text-transform:uppercase;">Let's Talk</span><br>Connect with a financial advisor in your area for a free, no-obligation consultation!</p>
</li>
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<div class="ginput_container ginput_container_text"><input name="input_17" id="input_30_17" type="text" value="" class="large" aria-required="true" aria-invalid="false"> </div>
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<div class="ginput_container ginput_container_email">
<input name="input_2" id="input_30_2" type="email" value="" class="large" aria-required="true" aria-invalid="false">
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</ul>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_next_button_30_24" class="gform_next_button gform-theme-button button" value="Get Started"
onclick="jQuery("#gform_target_page_number_30").val("2"); jQuery("#gform_30").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_30").val("2"); jQuery("#gform_30").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_30_2" class="gform_page" data-js="page-field-id-24" style="display:none;">
<div class="gform_page_fields">
<ul id="gform_fields_30_2" class="gform_fields top_label form_sublabel_below description_below">
<li id="field_30_25" class="gfield gfield--type-html full-width gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_30_25">
<p>To help us better serve you, what is the approximate value of your investable assets? </p>
</li>
<li id="field_30_12" class="gfield gfield--type-select hidden-label full-width gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_30_12"><label
class="gfield_label gform-field-label" for="input_30_12">Investable Assets<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_12" id="input_30_12" class="large gfield_select" aria-required="true" aria-invalid="false">
<option value="" selected="selected" class="gf_placeholder">Investable Assets</option>
<option value="Under $100,000">Under $100,000</option>
<option value="$100,000 to $500,000">$100,000 to $500,000</option>
<option value="$500,000 to $1 million">$500,000 to $1 million</option>
<option value="$1 million to $2 million">$1 million to $2 million</option>
<option value="$2 million to $5 million">$2 million to $5 million</option>
<option value="$5 million to $10 million">$5 million to $10 million</option>
<option value="$10 million to $25 million">$10 million to $25 million</option>
<option value="$25 million to $100 million">$25 million to $100 million</option>
<option value="Over $100 million">Over $100 million</option>
</select></div>
</li>
<li id="field_30_15" class="gfield gfield--type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_30_15">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_30_15">Referral Source<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_15" id="input_30_15" type="text" value="" class="large" maxlength="500" aria-required="true" aria-invalid="false">
<div class="charleft ginput_counter gfield_description" aria-live="polite">0 of 500 max characters</div>
</div>
</li>
<li id="field_30_27" class="gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_30_27">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_30_27">Marketing Keycode</label>
<div class="ginput_container ginput_container_text"><input name="input_27" id="input_30_27" type="text" value="" class="medium" aria-invalid="false"> </div>
</li>
<li id="field_30_18" class="gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_30_18">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_30_18">UTM Source</label>
<div class="ginput_container ginput_container_text"><input name="input_18" id="input_30_18" type="text" value="" class="medium" aria-invalid="false"> </div>
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<li id="field_30_19" class="gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_30_19">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_30_19">UTM Medium</label>
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<li id="field_30_21" class="gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_30_21">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_30_21">UTM Term</label>
<div class="ginput_container ginput_container_text"><input name="input_21" id="input_30_21" type="text" value="" class="medium" aria-invalid="false"> </div>
</li>
<li id="field_30_20" class="gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_30_20">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_30_20">UTM Campaign</label>
<div class="ginput_container ginput_container_text"><input name="input_20" id="input_30_20" type="text" value="" class="medium" aria-invalid="false"> </div>
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<li id="field_30_22" class="gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_30_22">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_30_22">UTM Content</label>
<div class="ginput_container ginput_container_text"><input name="input_22" id="input_30_22" type="text" value="" class="medium" aria-invalid="false"> </div>
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<li id="field_30_31" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_30_31">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_30_31">gclid</label>
<div class="ginput_container ginput_container_text"><input name="input_31" id="input_30_31" type="text" value="" class="medium" aria-invalid="false"> </div>
</li>
<li id="field_30_28" class="gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_hidden" data-js-reload="field_30_28">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_30_28">LP URL</label>
<div class="ginput_container ginput_container_text"><input name="input_28" id="input_30_28" type="text" value="https://creativeplanning.com/campaigns/custom-wealth-management-lp-nb/" class="large" aria-invalid="false"> </div>
</li>
<li id="field_30_40" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_hidden" data-js-reload="field_30_40" data-conditional-logic="hidden"
style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_30_40">Catholic Focus</label>
<div class="ginput_container ginput_container_text"><input name="input_40" id="input_30_40" type="text" value="Catholic Focus" class="large" aria-invalid="false" disabled="disabled"> </div>
</li>
<li id="field_30_29" class="gfield gfield--type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_30_29">
<div class="ginput_container ginput_container_text"><input name="input_29" id="input_30_29" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</li>
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class="gfield_label gform-field-label" for="input_30_42">Comments</label>
<div class="ginput_container"><input name="input_42" id="input_30_42" type="text" value="" autocomplete="new-password"></div>
<div class="gfield_description" id="gfield_description_30_42">This field is for validation purposes and should be left unchanged.</div>
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<div class="gform_page_footer top_label"><input type="submit" id="gform_previous_button_30" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Previous"
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<input type="submit" id="gform_submit_button_30" class="gform_button button" value="Submit"
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onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_30"]){return false;} if( !jQuery("#gform_30")[0].checkValidity || jQuery("#gform_30")[0].checkValidity()){window["gf_submitting_30"]=true;} jQuery("#gform_30").trigger("submit",[true]); }">
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</form>POST /campaigns/custom-wealth-management-lp-nb/#gf_62
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<div class="gform-body gform_body">
<div id="gform_page_62_1" class="gform_page " data-js="page-field-id-1">
<div class="gform_page_fields">
<div id="gform_fields_62" class="gform_fields top_label form_sublabel_below description_below">
<div id="field_62_114" class="gfield gfield--type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden"
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<div id="modalramstep1"></div>
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<div id="field_62_32" class="gfield gfield--type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
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<h3 class="modalh3">Let's Get to Know You</h3>
</div>
<div id="field_62_106" class="gfield gfield--type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_106"><label
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<div id="modalramstep2"></div>
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<h3 class="modalh3">Where is your primary residence?</h3>
</div>
<div id="field_62_51" class="gfield gfield--type-select gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_51"><label
class="gfield_label gform-field-label" for="input_62_51">Country<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_51" id="input_62_51" class="large gfield_select" tabindex="13" aria-required="true" aria-invalid="false">
<option value="United States" selected="selected">United States</option>
<option value="Canada">Canada</option>
<option value="United Kingdom">United Kingdom</option>
<option value="Afghanistan">Afghanistan</option>
<option value="Albania">Albania</option>
<option value="Algeria">Algeria</option>
<option value="American Samoa">American Samoa</option>
<option value="Andorra">Andorra</option>
<option value="Angola">Angola</option>
<option value="Anguilla">Anguilla</option>
<option value="Antarctica">Antarctica</option>
<option value="Antigua and Barbuda">Antigua and Barbuda</option>
<option value="Argentina">Argentina</option>
<option value="Armenia">Armenia</option>
<option value="Aruba">Aruba</option>
<option value="Australia">Australia</option>
<option value="Austria">Austria</option>
<option value="Azerbaijan">Azerbaijan</option>
<option value="Bahamas">Bahamas</option>
<option value="Bahrain">Bahrain</option>
<option value="Bangladesh">Bangladesh</option>
<option value="Barbados">Barbados</option>
<option value="Belarus">Belarus</option>
<option value="Belgium">Belgium</option>
<option value="Belize">Belize</option>
<option value="Benin">Benin</option>
<option value="Bermuda">Bermuda</option>
<option value="Bhutan">Bhutan</option>
<option value="Bolivia">Bolivia</option>
<option value="Bonaire, Sint Eustatius and Saba">Bonaire, Sint Eustatius and Saba</option>
<option value="Bosnia and Herzegovina">Bosnia and Herzegovina</option>
<option value="Botswana">Botswana</option>
<option value="Bouvet Island">Bouvet Island</option>
<option value="Brazil">Brazil</option>
<option value="British Indian Ocean Territory">British Indian Ocean Territory</option>
<option value="Brunei Darussalam">Brunei Darussalam</option>
<option value="Bulgaria">Bulgaria</option>
<option value="Burkina Faso">Burkina Faso</option>
<option value="Burundi">Burundi</option>
<option value="Cambodia">Cambodia</option>
<option value="Cameroon">Cameroon</option>
<option value="Cape Verde">Cape Verde</option>
<option value="Cayman Islands">Cayman Islands</option>
<option value="Central African Republic">Central African Republic</option>
<option value="Chad">Chad</option>
<option value="Chile">Chile</option>
<option value="China">China</option>
<option value="Christmas Island">Christmas Island</option>
<option value="Cocos Islands">Cocos Islands</option>
<option value="Colombia">Colombia</option>
<option value="Comoros">Comoros</option>
<option value="Congo, Democratic Republic of the">Congo, Democratic Republic of the</option>
<option value="Congo, Republic of the">Congo, Republic of the</option>
<option value="Cook Islands">Cook Islands</option>
<option value="Costa Rica">Costa Rica</option>
<option value="Croatia">Croatia</option>
<option value="Curaçao">Curaçao</option>
<option value="Cyprus">Cyprus</option>
<option value="Czech Republic">Czech Republic</option>
<option value="Côte d'Ivoire">Côte d'Ivoire</option>
<option value="Denmark">Denmark</option>
<option value="Djibouti">Djibouti</option>
<option value="Dominica">Dominica</option>
<option value="Dominican Republic">Dominican Republic</option>
<option value="Ecuador">Ecuador</option>
<option value="Egypt">Egypt</option>
<option value="El Salvador">El Salvador</option>
<option value="Equatorial Guinea">Equatorial Guinea</option>
<option value="Eritrea">Eritrea</option>
<option value="Estonia">Estonia</option>
<option value="Eswatini (Swaziland)">Eswatini (Swaziland)</option>
<option value="Ethiopia">Ethiopia</option>
<option value="Falkland Islands">Falkland Islands</option>
<option value="Faroe Islands">Faroe Islands</option>
<option value="Fiji">Fiji</option>
<option value="Finland">Finland</option>
<option value="France">France</option>
<option value="French Guiana">French Guiana</option>
<option value="French Polynesia">French Polynesia</option>
<option value="French Southern Territories">French Southern Territories</option>
<option value="Gabon">Gabon</option>
<option value="Gambia">Gambia</option>
<option value="Georgia">Georgia</option>
<option value="Germany">Germany</option>
<option value="Ghana">Ghana</option>
<option value="Gibraltar">Gibraltar</option>
<option value="Greece">Greece</option>
<option value="Greenland">Greenland</option>
<option value="Grenada">Grenada</option>
<option value="Guadeloupe">Guadeloupe</option>
<option value="Guam">Guam</option>
<option value="Guatemala">Guatemala</option>
<option value="Guernsey">Guernsey</option>
<option value="Guinea">Guinea</option>
<option value="Guinea-Bissau">Guinea-Bissau</option>
<option value="Guyana">Guyana</option>
<option value="Haiti">Haiti</option>
<option value="Heard and McDonald Islands">Heard and McDonald Islands</option>
<option value="Holy See">Holy See</option>
<option value="Honduras">Honduras</option>
<option value="Hong Kong">Hong Kong</option>
<option value="Hungary">Hungary</option>
<option value="Iceland">Iceland</option>
<option value="India">India</option>
<option value="Indonesia">Indonesia</option>
<option value="Iraq">Iraq</option>
<option value="Ireland">Ireland</option>
<option value="Isle of Man">Isle of Man</option>
<option value="Israel">Israel</option>
<option value="Italy">Italy</option>
<option value="Jamaica">Jamaica</option>
<option value="Japan">Japan</option>
<option value="Jersey">Jersey</option>
<option value="Jordan">Jordan</option>
<option value="Kazakhstan">Kazakhstan</option>
<option value="Kenya">Kenya</option>
<option value="Kiribati">Kiribati</option>
<option value="Kuwait">Kuwait</option>
<option value="Kyrgyzstan">Kyrgyzstan</option>
<option value="Lao People's Democratic Republic">Lao People's Democratic Republic</option>
<option value="Latvia">Latvia</option>
<option value="Lebanon">Lebanon</option>
<option value="Lesotho">Lesotho</option>
<option value="Liberia">Liberia</option>
<option value="Libya">Libya</option>
<option value="Liechtenstein">Liechtenstein</option>
<option value="Lithuania">Lithuania</option>
<option value="Luxembourg">Luxembourg</option>
<option value="Macau">Macau</option>
<option value="Macedonia">Macedonia</option>
<option value="Madagascar">Madagascar</option>
<option value="Malawi">Malawi</option>
<option value="Malaysia">Malaysia</option>
<option value="Maldives">Maldives</option>
<option value="Mali">Mali</option>
<option value="Malta">Malta</option>
<option value="Marshall Islands">Marshall Islands</option>
<option value="Martinique">Martinique</option>
<option value="Mauritania">Mauritania</option>
<option value="Mauritius">Mauritius</option>
<option value="Mayotte">Mayotte</option>
<option value="Mexico">Mexico</option>
<option value="Micronesia">Micronesia</option>
<option value="Moldova">Moldova</option>
<option value="Monaco">Monaco</option>
<option value="Mongolia">Mongolia</option>
<option value="Montenegro">Montenegro</option>
<option value="Montserrat">Montserrat</option>
<option value="Morocco">Morocco</option>
<option value="Mozambique">Mozambique</option>
<option value="Myanmar">Myanmar</option>
<option value="Namibia">Namibia</option>
<option value="Nauru">Nauru</option>
<option value="Nepal">Nepal</option>
<option value="Netherlands">Netherlands</option>
<option value="New Caledonia">New Caledonia</option>
<option value="New Zealand">New Zealand</option>
<option value="Nicaragua">Nicaragua</option>
<option value="Niger">Niger</option>
<option value="Nigeria">Nigeria</option>
<option value="Niue">Niue</option>
<option value="Norfolk Island">Norfolk Island</option>
<option value="Northern Mariana Islands">Northern Mariana Islands</option>
<option value="Norway">Norway</option>
<option value="Oman">Oman</option>
<option value="Pakistan">Pakistan</option>
<option value="Palau">Palau</option>
<option value="Palestine, State of">Palestine, State of</option>
<option value="Panama">Panama</option>
<option value="Papua New Guinea">Papua New Guinea</option>
<option value="Paraguay">Paraguay</option>
<option value="Peru">Peru</option>
<option value="Philippines">Philippines</option>
<option value="Pitcairn">Pitcairn</option>
<option value="Poland">Poland</option>
<option value="Portugal">Portugal</option>
<option value="Puerto Rico">Puerto Rico</option>
<option value="Qatar">Qatar</option>
<option value="Romania">Romania</option>
<option value="Russia">Russia</option>
<option value="Rwanda">Rwanda</option>
<option value="Réunion">Réunion</option>
<option value="Saint Barthélemy">Saint Barthélemy</option>
<option value="Saint Helena">Saint Helena</option>
<option value="Saint Kitts and Nevis">Saint Kitts and Nevis</option>
<option value="Saint Lucia">Saint Lucia</option>
<option value="Saint Martin">Saint Martin</option>
<option value="Saint Pierre and Miquelon">Saint Pierre and Miquelon</option>
<option value="Saint Vincent and the Grenadines">Saint Vincent and the Grenadines</option>
<option value="Samoa">Samoa</option>
<option value="San Marino">San Marino</option>
<option value="Sao Tome and Principe">Sao Tome and Principe</option>
<option value="Saudi Arabia">Saudi Arabia</option>
<option value="Senegal">Senegal</option>
<option value="Serbia">Serbia</option>
<option value="Seychelles">Seychelles</option>
<option value="Sierra Leone">Sierra Leone</option>
<option value="Singapore">Singapore</option>
<option value="Sint Maarten">Sint Maarten</option>
<option value="Slovakia">Slovakia</option>
<option value="Slovenia">Slovenia</option>
<option value="Solomon Islands">Solomon Islands</option>
<option value="Somalia">Somalia</option>
<option value="South Africa">South Africa</option>
<option value="South Georgia">South Georgia</option>
<option value="South Korea">South Korea</option>
<option value="South Sudan">South Sudan</option>
<option value="Spain">Spain</option>
<option value="Sri Lanka">Sri Lanka</option>
<option value="Sudan">Sudan</option>
<option value="Suriname">Suriname</option>
<option value="Svalbard and Jan Mayen Islands">Svalbard and Jan Mayen Islands</option>
<option value="Sweden">Sweden</option>
<option value="Switzerland">Switzerland</option>
<option value="Taiwan">Taiwan</option>
<option value="Tajikistan">Tajikistan</option>
<option value="Tanzania">Tanzania</option>
<option value="Thailand">Thailand</option>
<option value="Timor-Leste">Timor-Leste</option>
<option value="Togo">Togo</option>
<option value="Tokelau">Tokelau</option>
<option value="Tonga">Tonga</option>
<option value="Trinidad and Tobago">Trinidad and Tobago</option>
<option value="Tunisia">Tunisia</option>
<option value="Turkey">Turkey</option>
<option value="Turkmenistan">Turkmenistan</option>
<option value="Turks and Caicos Islands">Turks and Caicos Islands</option>
<option value="Tuvalu">Tuvalu</option>
<option value="US Minor Outlying Islands">US Minor Outlying Islands</option>
<option value="Uganda">Uganda</option>
<option value="Ukraine">Ukraine</option>
<option value="United Arab Emirates">United Arab Emirates</option>
<option value="Uruguay">Uruguay</option>
<option value="Uzbekistan">Uzbekistan</option>
<option value="Vanuatu">Vanuatu</option>
<option value="Vietnam">Vietnam</option>
<option value="Virgin Islands, British">Virgin Islands, British</option>
<option value="Virgin Islands, U.S.">Virgin Islands, U.S.</option>
<option value="Wallis and Futuna">Wallis and Futuna</option>
<option value="Western Sahara">Western Sahara</option>
<option value="Yemen">Yemen</option>
<option value="Zambia">Zambia</option>
<option value="Zimbabwe">Zimbabwe</option>
<option value="Åland Islands">Åland Islands</option>
</select></div>
</div>
<div id="field_62_7" class="gfield gfield--type-text gfield--width-half gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_7"
data-conditional-logic="visible"><label class="gfield_label gform-field-label" for="input_62_7">ZIP Code<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_7" id="input_62_7" type="text" value="" class="large" tabindex="14" aria-required="true" aria-invalid="false" data-conditional-logic="visible"> </div>
</div>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_62_108" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Back" tabindex="15"
onclick="jQuery("#gform_target_page_number_62").val("1"); jQuery("#gform_62").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_62").val("1"); jQuery("#gform_62").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_62_108"
class="gform_next_button gform-theme-button button" value="Next" tabindex="16" onclick="jQuery("#gform_target_page_number_62").val("3"); jQuery("#gform_62").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_62").val("3"); jQuery("#gform_62").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_62_3" class="gform_page" data-js="page-field-id-108" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_62_3" class="gform_fields top_label form_sublabel_below description_below">
<div id="field_62_116" class="gfield gfield--type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden"
data-js-reload="field_62_116">
<div id="modalramstep3"></div>
</div>
<div id="field_62_109" class="gfield gfield--type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_109"><noscript><img src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-3.png"></noscript><img class="lazyload"
src="data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220%200%20210%20140%22%3E%3C/svg%3E" data-src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-3.png">
<h3 class="modalh3">How May We Reach You?</h3>
</div>
<div id="field_62_2" class="gfield gfield--type-email gfield--width-full modalemail gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_2"><label
class="gfield_label gform-field-label" for="input_62_2">Email<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_2" id="input_62_2" type="email" value="" class="large" tabindex="17" aria-required="true" aria-invalid="false">
</div>
</div>
<div id="field_62_3" class="gfield gfield--type-phone modalphone gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_3"
data-conditional-logic="visible"><label class="gfield_label gform-field-label" for="input_62_3">Phone<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_3" id="input_62_3" type="tel" value="" class="large" tabindex="18" aria-required="true" aria-invalid="false" data-conditional-logic="visible"></div>
</div>
<div id="field_62_52" class="gfield gfield--type-phone gfield--width-full modalphone gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_52"
data-conditional-logic="hidden" style="display: none;"><label class="gfield_label gform-field-label" for="input_62_52">International Phone<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_52" id="input_62_52" type="tel" value="" class="large" tabindex="19" aria-required="true" aria-invalid="false" disabled="disabled"></div>
</div>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_62_24" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Back" tabindex="20"
onclick="jQuery("#gform_target_page_number_62").val("2"); jQuery("#gform_62").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_62").val("2"); jQuery("#gform_62").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_62_24"
class="gform_next_button gform-theme-button button" value="Next" tabindex="21" onclick="jQuery("#gform_target_page_number_62").val("4"); jQuery("#gform_62").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_62").val("4"); jQuery("#gform_62").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_62_4" class="gform_page" data-js="page-field-id-24" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_62_4" class="gform_fields top_label form_sublabel_below description_below">
<div id="field_62_117" class="gfield gfield--type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden"
data-js-reload="field_62_117">
<div id="modalramstep4"></div>
</div>
<div id="field_62_111" class="gfield gfield--type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_111"><noscript><img src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-4.png"></noscript><img class="lazyload"
src="data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220%200%20210%20140%22%3E%3C/svg%3E" data-src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-4.png">
<h3 class="modalh3">Did Someone Refer You to Creative Planning?</h3>
</div>
<fieldset id="field_62_112" class="gfield gfield--type-radio gfield--type-choice gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_112">
<legend class="gfield_label gform-field-label">Were you referred?</legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_62_112">
<div class="gchoice gchoice_62_112_0">
<input class="gfield-choice-input" name="input_112" type="radio" value="Yes" id="choice_62_112_0" onchange="gformToggleRadioOther( this )" tabindex="22">
<label for="choice_62_112_0" id="label_62_112_0" class="gform-field-label gform-field-label--type-inline">Yes</label>
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<div class="gchoice gchoice_62_112_1">
<input class="gfield-choice-input" name="input_112" type="radio" value="No" id="choice_62_112_1" onchange="gformToggleRadioOther( this )" tabindex="23">
<label for="choice_62_112_1" id="label_62_112_1" class="gform-field-label gform-field-label--type-inline">No</label>
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</div>
</div>
</fieldset>
<fieldset id="field_62_80" class="gfield gfield--type-radio gfield--type-choice gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_80" data-conditional-logic="hidden" style="display: none;">
<legend class="gfield_label gform-field-label">By whom?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_radio">
<div class="gfield_radio" id="input_62_80">
<div class="gchoice gchoice_62_80_0">
<input class="gfield-choice-input" name="input_80" type="radio" value="An employee of Creative Planning referred me" id="choice_62_80_0" onchange="gformToggleRadioOther( this )" tabindex="24" disabled="disabled">
<label for="choice_62_80_0" id="label_62_80_0" class="gform-field-label gform-field-label--type-inline">Creative Planning employee</label>
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<div class="gchoice gchoice_62_80_1">
<input class="gfield-choice-input" name="input_80" type="radio" value="Referral from existing client" id="choice_62_80_1" onchange="gformToggleRadioOther( this )" tabindex="25" disabled="disabled">
<label for="choice_62_80_1" id="label_62_80_1" class="gform-field-label gform-field-label--type-inline">Creative Planning client</label>
</div>
</div>
</div>
</fieldset>
<div id="field_62_81" class="gfield gfield--type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_81"
data-conditional-logic="hidden" style="display: none;"><label class="gfield_label gform-field-label" for="input_62_81">Client Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_81" id="input_62_81" type="text" value="" class="large" tabindex="26" aria-required="true" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_83" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_83" data-conditional-logic="hidden"
style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_83">Prefix Client</label>
<div class="ginput_container ginput_container_text"><input name="input_83" id="input_62_83" type="text" value="Client Referral:" class="large" tabindex="27" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_82" class="gfield gfield--type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_82"
data-conditional-logic="hidden" style="display: none;"><label class="gfield_label gform-field-label" for="input_62_82">Employee Name<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_82" id="input_62_82" type="text" value="" class="large" tabindex="28" aria-required="true" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_84" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_84" data-conditional-logic="hidden"
style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_84">Prefix Employee</label>
<div class="ginput_container ginput_container_text"><input name="input_84" id="input_62_84" type="text" value="Employee Referral:" class="large" tabindex="29" aria-invalid="false" disabled="disabled"> </div>
</div>
</div>
</div>
<div class="gform_page_footer top_label">
<input type="button" id="gform_previous_button_62_110" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Back" tabindex="30"
onclick="jQuery("#gform_target_page_number_62").val("3"); jQuery("#gform_62").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_62").val("3"); jQuery("#gform_62").trigger("submit",[true]); } "> <input type="button" id="gform_next_button_62_110"
class="gform_next_button gform-theme-button button" value="Next" tabindex="31" onclick="jQuery("#gform_target_page_number_62").val("5"); jQuery("#gform_62").trigger("submit",[true]); "
onkeypress="if( event.keyCode == 13 ){ jQuery("#gform_target_page_number_62").val("5"); jQuery("#gform_62").trigger("submit",[true]); } ">
</div>
</div>
<div id="gform_page_62_5" class="gform_page" data-js="page-field-id-110" style="display:none;">
<div class="gform_page_fields">
<div id="gform_fields_62_5" class="gform_fields top_label form_sublabel_below description_below">
<div id="field_62_118" class="gfield gfield--type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden"
data-js-reload="field_62_118">
<div id="modalramstep5"></div>
</div>
<div id="field_62_49" class="gfield gfield--type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_49" data-conditional-logic="visible"><noscript><img src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-5.png"></noscript><img class="lazyload"
src="data:image/svg+xml,%3Csvg%20xmlns=%22http://www.w3.org/2000/svg%22%20viewBox=%220%200%20210%20140%22%3E%3C/svg%3E" data-src="/wp-content/themes/generatepress_child/assets/diamondset1/6%20Diamond%20Set-5.png">
<h3 class="modalh3">What is the Approximate Amount of Your Investable Assets?</h3>
</div>
<div id="field_62_12" class="gfield gfield--type-select gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_12" data-conditional-logic="visible">
<label class="gfield_label gform-field-label" for="input_62_12">Investable Assets<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_select"><select name="input_12" id="input_62_12" class="large gfield_select" tabindex="32" aria-required="true" aria-invalid="false" data-conditional-logic="visible">
<option value="" selected="selected" class="gf_placeholder">Select Range</option>
<option value="$100,000 to $500,000">$100,000 to $500,000</option>
<option value="$500,000 to $1 million">$500,000 to $1 million</option>
<option value="$1 million to $2 million">$1 million to $2 million</option>
<option value="$2 million to $5 million">$2 million to $5 million</option>
<option value="$5 million to $10 million">$5 million to $10 million</option>
<option value="$10 million to $25 million">$10 million to $25 million</option>
<option value="$25 million to $100 million">$25 million to $100 million</option>
<option value="Over $100 million">Over $100 million</option>
</select></div>
</div>
<fieldset id="field_62_67" class="gfield gfield--type-consent gfield--type-choice gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible"
data-js-reload="field_62_67" data-conditional-logic="hidden" style="display: none;">
<legend class="gfield_label gform-field-label gfield_label_before_complex">Consent Checkbox<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_container ginput_container_consent"><input name="input_67.1" id="input_62_67_1" type="checkbox" value="1" tabindex="33" aria-required="true" aria-invalid="false" disabled="disabled"> <label
class="gform-field-label gform-field-label--type-inline gfield_consent_label" for="input_62_67_1">
<p style="font-size:16px;display:inline;">By checking this box, I agree to provide Creative Planning with personal information and understand they won't share this information with a third party.</p>
</label><input type="hidden" name="input_67.2"
value="<p style="font-size:16px;display:inline;">By checking this box, I agree to provide Creative Planning with personal information and understand they won't share this information with a third party.</p>"
class="gform_hidden" disabled="disabled"><input type="hidden" name="input_67.3" value="24" class="gform_hidden" disabled="disabled"></div>
</fieldset>
<div id="field_62_15" class="gfield gfield--type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_15">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_15">Referral Source<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_15" id="input_62_15" type="text" value="" class="large" maxlength="500" tabindex="34" aria-required="true" aria-invalid="false">
<div class="charleft ginput_counter gfield_description" aria-live="polite">0 of 500 max characters</div>
</div>
</div>
<div id="field_62_61" class="gfield gfield--type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_61">
<div class="ginput_container ginput_container_text"><input name="input_61" id="input_62_61" type="hidden" class="gform_hidden" aria-invalid="false"
value="Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/120.0.0.0 Safari/537.36"></div>
</div>
<div id="field_62_27" class="gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_27">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_27">Marketing Keycode</label>
<div class="ginput_container ginput_container_text"><input name="input_27" id="input_62_27" type="text" value="" class="medium" tabindex="35" aria-invalid="false"> </div>
</div>
<div id="field_62_119" class="gfield gfield--type-hidden gfield--width-full gform_hidden field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_119">
<div class="ginput_container ginput_container_text"><input name="input_119" id="input_62_119" type="hidden" class="gform_hidden" aria-invalid="false" value="GFID62-RAMMODAL"></div>
</div>
<div id="field_62_18" class="gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_18">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_18">UTM Source</label>
<div class="ginput_container ginput_container_text"><input name="input_18" id="input_62_18" type="text" value="" class="medium" tabindex="36" aria-invalid="false"> </div>
</div>
<div id="field_62_19" class="gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_19">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_19">UTM Medium</label>
<div class="ginput_container ginput_container_text"><input name="input_19" id="input_62_19" type="text" value="" class="medium" tabindex="37" aria-invalid="false"> </div>
</div>
<div id="field_62_21" class="gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_21">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_21">UTM Term</label>
<div class="ginput_container ginput_container_text"><input name="input_21" id="input_62_21" type="text" value="" class="medium" tabindex="38" aria-invalid="false"> </div>
</div>
<div id="field_62_20" class="gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_20">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_20">UTM Campaign</label>
<div class="ginput_container ginput_container_text"><input name="input_20" id="input_62_20" type="text" value="" class="medium" tabindex="39" aria-invalid="false"> </div>
</div>
<div id="field_62_22" class="gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_22">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_22">UTM Content</label>
<div class="ginput_container ginput_container_text"><input name="input_22" id="input_62_22" type="text" value="" class="medium" tabindex="40" aria-invalid="false"> </div>
</div>
<div id="field_62_35" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below hidden_label gfield_visibility_hidden" data-js-reload="field_62_35">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_35">LP URL</label>
<div class="ginput_container ginput_container_text"><input name="input_35" id="input_62_35" type="text" value="https://creativeplanning.com/campaigns/custom-wealth-management-lp-nb/" class="large" maxlength="500" tabindex="41"
aria-invalid="false">
<div class="charleft ginput_counter gfield_description" aria-live="polite">70 of 500 max characters</div>
</div>
</div>
<div id="field_62_47" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_47" data-conditional-logic="visible">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_47">Website</label>
<div class="ginput_container ginput_container_text"><input name="input_47" id="input_62_47" type="text" value="Website" class="large" tabindex="42" aria-invalid="false" data-conditional-logic="visible"> </div>
</div>
<div id="field_62_100" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_100" data-conditional-logic="hidden"
style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_100">charlie-ram</label>
<div class="ginput_container ginput_container_text"><input name="input_100" id="input_62_100" type="text" value="charlie-ram" class="large" tabindex="43" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_97" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_97" data-conditional-logic="visible">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_97">Wealth Management</label>
<div class="ginput_container ginput_container_text"><input name="input_97" id="input_62_97" type="text" value="Wealth Management" class="large" tabindex="44" aria-invalid="false" data-conditional-logic="visible"> </div>
</div>
<div id="field_62_96" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_96" data-conditional-logic="hidden"
style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_96">Children's Mercy</label>
<div class="ginput_container ginput_container_text"><input name="input_96" id="input_62_96" type="text" value="Children's Mercy" class="large" tabindex="45" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_85" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_85" data-conditional-logic="hidden"
style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_85">Radio</label>
<div class="ginput_container ginput_container_text"><input name="input_85" id="input_62_85" type="text" value="Radio" class="large" tabindex="46" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_89" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_89" data-conditional-logic="hidden"
style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_89">Catholic Embed</label>
<div class="ginput_container ginput_container_text"><input name="input_89" id="input_62_89" type="text" value="Catholic Focus" class="large" tabindex="47" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_86" class="gfield gfield--type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_86">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_86">Referral Source<span class="gfield_required"><span
class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_text"><input name="input_86" id="input_62_86" type="text" value="" class="large" tabindex="48" aria-required="true" aria-invalid="false"> </div>
</div>
<div id="field_62_46" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_46" data-conditional-logic="hidden"
style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_46">Referral Partner</label>
<div class="ginput_container ginput_container_text"><input name="input_46" id="input_62_46" type="text" value="Referral Partner" class="large" tabindex="49" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_64" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_64" data-conditional-logic="hidden"
style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_64">Consent</label>
<div class="ginput_container ginput_container_text"><input name="input_64" id="input_62_64" type="text" value="Consent" class="large" tabindex="50" placeholder="Consent" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_69" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_69" data-conditional-logic="hidden"
style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_69">Specialty Practice</label>
<div class="ginput_container ginput_container_text"><input name="input_69" id="input_62_69" type="text" value="Specialty Practice" class="large" tabindex="51" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_70" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_70" data-conditional-logic="hidden"
style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_70">SP Type Dentists</label>
<div class="ginput_container ginput_container_text"><input name="input_70" id="input_62_70" type="text" value="Dental" class="large" tabindex="52" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_113" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_113" data-conditional-logic="hidden"
style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_113">SP Coaches</label>
<div class="ginput_container ginput_container_text"><input name="input_113" id="input_62_113" type="text" value="Athletic Coaches" class="large" tabindex="53" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_90" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_90" data-conditional-logic="hidden"
style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_90">SP Type Social Impact</label>
<div class="ginput_container ginput_container_text"><input name="input_90" id="input_62_90" type="text" value="Social Impact" class="large" tabindex="54" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_72" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_72" data-conditional-logic="hidden"
style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_72">SP Type Aviation</label>
<div class="ginput_container ginput_container_text"><input name="input_72" id="input_62_72" type="text" value="Aviation" class="large" tabindex="55" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_74" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_74" data-conditional-logic="hidden"
style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_74">SP Type Law Enforcement</label>
<div class="ginput_container ginput_container_text"><input name="input_74" id="input_62_74" type="text" value="Law Enforcement" class="large" tabindex="56" aria-invalid="false" disabled="disabled"> </div>
</div>
<div id="field_62_71" class="gfield gfield--type-text gfield--width-full field_sublabel_below gfield--has-description field_description_below gfield_visibility_hidden" data-js-reload="field_62_71" data-conditional-logic="hidden"
style="display: none;">
<div class="admin-hidden-markup"><i class="gform-icon gform-icon--hidden"></i><span>Hidden</span></div><label class="gfield_label gform-field-label" for="input_62_71">SP Type Sports and Entertainment</label>
<div class="ginput_container ginput_container_text"><input name="input_71" id="input_62_71" type="text" value="Sports" class="large" aria-describedby="gfield_description_62_71" tabindex="57" aria-invalid="false" disabled="disabled">
</div>
<div class="gfield_description" id="gfield_description_62_71">Law Enforcement Aviation Sports Dentists Catholic Focus</div>
</div>
<div id="field_62_30" class="gfield gfield--type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_30">
<div class="ginput_container ginput_container_text"><input name="input_30" id="input_62_30" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</div>
<div id="field_62_66" class="gfield gfield--type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_66">
<div class="ginput_container ginput_container_text"><input name="input_66" id="input_62_66" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</div>
<div id="field_62_68" class="gfield gfield--type-hidden gform_hidden field_sublabel_below gfield--no-description field_description_below gfield_visibility_visible" data-js-reload="field_62_68">
<div class="ginput_container ginput_container_text"><input name="input_68" id="input_62_68" type="hidden" class="gform_hidden" aria-invalid="false" value=""></div>
</div>
<div id="field_62_120" class="gfield gfield--type-honeypot gform_validation_container field_sublabel_below gfield--has-description field_description_below gfield_visibility_visible" data-js-reload="field_62_120"><label
class="gfield_label gform-field-label" for="input_62_120">Phone</label>
<div class="ginput_container"><input name="input_120" id="input_62_120" type="text" value="" autocomplete="new-password"></div>
<div class="gfield_description" id="gfield_description_62_120">This field is for validation purposes and should be left unchanged.</div>
</div>
</div>
</div>
<div class="gform_page_footer top_label"><input type="submit" id="gform_previous_button_62" class="gform_previous_button gform-theme-button gform-theme-button--secondary button" value="Back" tabindex="58"
onclick="if(window["gf_submitting_62"]){return false;} if( !jQuery("#gform_62")[0].checkValidity || jQuery("#gform_62")[0].checkValidity()){window["gf_submitting_62"]=true;} "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_62"]){return false;} if( !jQuery("#gform_62")[0].checkValidity || jQuery("#gform_62")[0].checkValidity()){window["gf_submitting_62"]=true;} jQuery("#gform_62").trigger("submit",[true]); }">
<input type="submit" id="gform_submit_button_62" class="gform_button button" value="Submit" tabindex="59"
onclick="if(window["gf_submitting_62"]){return false;} if( !jQuery("#gform_62")[0].checkValidity || jQuery("#gform_62")[0].checkValidity()){window["gf_submitting_62"]=true;} "
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Press Alt+1 for screen-reader mode, Alt+0 to cancelAccessibility Screen-Reader Guide, Feedback, and Issue Reporting Skip to content CUSTOM WEALTH MANAGEMENT Wealth management is about more than investments – it’s also your taxes, estate and insurance. And because your goals are unique, you’ll receive comprehensive wealth management services custom-tailored just for you. * LET’S TALK Connect with a wealth advisor in your area for a free, no-obligation consultation! * LET’S TALK Connect with a financial advisor in your area for a free, no-obligation consultation! * Let's Talk Connect with a financial advisor in your area for a free, no-obligation consultation! * LET’S TALK Connect with a retirement planner in your area for a free, no-obligation consultation! * LET’S TALK Connect with a financial advisor in your area for a free, no-obligation consultation! * Let's Talk Connect with a financial advisor in Overland Park for a free, no-obligation consultation! * Let's Talk Connect with a financial advisor in your area for a free, no-obligation consultation! * First Name* * Last Name* * Email* * Phone* * ZIP Code* * To help us better serve you, what is the approximate value of your investable assets? * Investable Assets* Investable AssetsUnder $100,000$100,000 to $500,000$500,000 to $1 million$1 million to $2 million$2 million to $5 million$5 million to $10 million$10 million to $25 million$25 million to $100 millionOver $100 million * Hidden Referral Source* 0 of 500 max characters * Hidden Marketing Keycode * Hidden UTM Source * Hidden UTM Medium * Hidden UTM Term * Hidden UTM Campaign * Hidden UTM Content * Hidden gclid * Hidden LP URL * Hidden Catholic Focus * * * * * * Comments This field is for validation purposes and should be left unchanged. A BARRON'S TOP RIA FIRM Proud to be ranked among Barron's Top RIA Firms (2019-2023)* OVER $300 BILLION In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2023* 50 STATES AND ABROAD Providing financial peace of mind nationwide and across the globe *Industry disclaimer information LEARN WHY PEOPLE ARE MAKING THE SWITCH TO CREATIVE PLANNING We’ll coordinate all aspects of your financial picture to make sure you get the comprehensive wealth management you deserve. And because we are a fiduciary, every decision and recommendation we make is in your best interests. We’ll coordinate all aspects of your financial picture – your legal, tax, risk management and investments to make sure you get the comprehensive wealth management you deserve. We’ll help you enjoy a richer way to wealth. Book Your Free Meeting SERVICES FOR ALL ELEMENTS OF YOUR FINANCIAL LIFE Comprehensive Wealth Management Investment Management Strategic Tax Planning Financial Planning Estate Planning & Trusts Retirement Planning INVESTMENT MANAGEMENT We’ll allocate your portfolio in a manner that balances continued long-term growth with enough stability and security to maintain your current lifestyle despite market conditions. Beyond diversification, we look for low-cost, tax-efficient, income-paying investments we believe will have a high probability of being a top-performing asset in the space. Depending on your goals and circumstances, we can even provide access to select alternative investments to provide a unique complement to your publicly traded assets. LEARN WHY CLIENTS STAY WITH CREATIVE PLANNING YEAR AFTER YEAR Hear from President & CEO Peter Mallouk as he explains what makes Creative Planning stand out. AWARDS & RECOGNITION Top RIA Firms (2019-2023)* Top RIA Firms (2014-2020)* Top RIA Firms (2013-2022)* “CREATIVE PLANNING IS AT THE VANGUARD OF A PROFOUND SHIFT IN FINANCE.” *Industry disclaimer information PERSONALIZED ADVICE FOR INVESTORS WITH $100K+ Schedule a Meeting "*" indicates required fields LET'S GET TO KNOW YOU First Name* Last Name* WHERE IS YOUR PRIMARY RESIDENCE? 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Email* Phone* International Phone* DID SOMEONE REFER YOU TO CREATIVE PLANNING? Were you referred? Yes No By whom?* Creative Planning employee Creative Planning client Client Name* Hidden Prefix Client Employee Name* Hidden Prefix Employee WHAT IS THE APPROXIMATE AMOUNT OF YOUR INVESTABLE ASSETS? Investable Assets* Select Range$100,000 to $500,000$500,000 to $1 million$1 million to $2 million$2 million to $5 million$5 million to $10 million$10 million to $25 million$25 million to $100 millionOver $100 million Consent Checkbox* By checking this box, I agree to provide Creative Planning with personal information and understand they won't share this information with a third party. Hidden Referral Source* 0 of 500 max characters Hidden Marketing Keycode Hidden UTM Source Hidden UTM Medium Hidden UTM Term Hidden UTM Campaign Hidden UTM Content Hidden LP URL 70 of 500 max characters Hidden Website Hidden charlie-ram Hidden Wealth Management Hidden Children's Mercy Hidden Radio Hidden Catholic Embed Hidden Referral Source* Hidden Referral Partner Hidden Consent Hidden Specialty Practice Hidden SP Type Dentists Hidden SP Coaches Hidden SP Type Social Impact Hidden SP Type Aviation Hidden SP Type Law Enforcement Hidden SP Type Sports and Entertainment Law Enforcement Aviation Sports Dentists Catholic Focus Phone This field is for validation purposes and should be left unchanged. Prefer to discuss over the phone? 833-416-4702 Close We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking "Accept," you consent to the use of ALL cookies. 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