Brandon Hanna, with Creative Planning, Subject of Customer Complaints
OVERLAND PARK, KANSAS
Did you lose money with investment advisor Brandon Hanna, with Creative Planning in Overland Park, Kansas? The securities and investment fraud law firm of Israels & Neuman is investigating Brandon Hanna, who has been the subject of two customer complaints since 2020, including one complaint that is still pending.
According to the SEC Investment Adviser Public Disclosure website, Brandon Hanna has been the subject of two customer complaints. The first complaint was made in 2020, alleging investment losses in options. The alleged damages were $1.1 million, and the matter settled for $1.5 million. A second complaint was made in 2021, alleging $15 million in damages from option investments. This second complaint is still pending.
Brandon Hanna has been with Creative Planning since April 2017. Hanna works in an Overland Park, Kansas office.
Registered investment advisory firms have obligations to work in the best interest of their clients. This includes obligations to ensure that investments meet the risk tolerances, investment objectives, and other circumstances of the individual client. If the advisory firm fails in this respect, it could be responsible for investor losses.
Our investment fraud law firm represents clients all over the country, including investors in Kansas and Missouri. We have recovered millions of dollars for investors against numerous firms, including Creative Planning.
View Hanna, b IA Check 2.17.23