Creative Planning LLC: What Investors Need to Know February 26, 2026 Creative Planning LLC is one of the largest independent investment advisory and wealth management firms in the United States. Overseeing tens of billions in assets across the country, the company serves a diverse client base, from individuals to institutions. Nevertheless, both Creative Planning and certain advisors have encountered investor disputes, regulatory disclosures, and legal actions […] Read More
NASCAR Champion Kyle Bush and Wife Allege $8.5M Loss in Life Insurance “Retirement” Trap November 13, 2025 In a case that has drawn wide attention in both the sports and financial sectors, Kyle Busch and his wife, Samantha Busch, have filed a lawsuit claiming they lost more than $8 million after purchasing what they believed were safe retirement vehicles through complex life-insurance contracts. InvestmentNews reported the couple now say those policies were […] Read More
Harry Warnick, Former Spartan Capital Securities Investment Advisor, Barred by FINRA October 20, 2025 The Financial Industry Regulatory Authority (FINRA) has permanently barred Harry Harper Warnick (CRD# 6916323) from associating with any FINRA member firm in any capacity. The action follows allegations that Warnick failed to cooperate with a FINRA investigation into possible undisclosed business and securities activities while registered with Spartan Capital Securities, LLC in New York, NY. […] Read More
Levin Law
Levin Law