Brandon Hanna: Creative Planning Advisor Faces $10mm Complaint

Overland Park, Kansas financial advisor Brandon Hanna (CRD# 6758707) recently received an investor complaint alleging his conduct resulted in eight-figure damages. Records maintained by the Securities and Exchange Commission indicate that he is an investment advisor registered with Creative Planning.

Mr. Hanna’s Investment Adviser Public Disclosure form describes three investor complaints. The most recent, filed in in May 2023, alleges that as a representative of Creative Planning, he breached his fiduciary duty, committed elder abuse, engaged in professional negligence, misrepresented material facts, violated the Kansas Securities Act, and engaged in “prohibited conduct in providing investment advice in violation of the Kansas Securities Act relating to options recommendations” between 2020 and 2022. The pending complaint alleges damages of $10 million.

A second investor complaint, filed in 2020, alleged that as a Creative Planning representative, he breached his fiduciary duty, committed fraud, misrepresented and omitted material facts, and acted negligently in connection with options products. The complaint resulted in an award to the customer of $1,593,119.50.

A third investor complaint, filed in 2021, alleged that as a Creative Planning representative, he engaged in negligence, intentionally misrepresented material facts, breached contract, violated the California Securities Act and the California Business & Professions Code, and violated the Kansas Securities Act. In July 2023 the complaint resulted in an award to the customer of $4,762,653.

According to the Securities and Exchange Commission, Brandon Hanna holds six years of securities industry experience. Based in Overland Park, Kansas, he has been an investment advisor with Creative Planning since 2017. His credentials include the passage of the Uniform Investment Adviser Law Examination, or Series 65. He is licensed in Kansas. (Information current as of August 5, 2023.)

Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call us at 888-976-6111 or complete our contact form for a free and confidential consultation.