Brandon Hanna Tied To Creative Planning Investor’s Breach Of Fiduciary Duty Complaint

Investors might have sustained losses due to financial advisor Brandon Wesley Hanna [CRD: 6758707, Overland Park, Kansas], according to disclosures located on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Brandon Hanna worked for Creative Planning from April 24, 2017, to September 27, 2023. Read on to learn more about the disclosures involving Hanna.

Creative Planning Investor Accused Hanna Of Unsuitable Advice

Evidently, on December 10, 2025, a Creative Planning LLC client filed a complaint about Brandon Hanna. Mainly, the client alleged that Hanna breached his fiduciary duty, made unsuitable recommendations involving an options trading strategy, and that supervisory deficiencies occurred from May 2016 through December 2025. For this reason, the client allegedly incurred damages on options. Consequently, the client requested $4,211,585 in compensation from Creative Planning LLC or Hanna. BrokerCheck shows that this complaint awaits a resolution.

Brandon Hanna Disclosed Misrepresentation And Breach Of Contract Allegations By Creative Planning Client

Also, a client of Creative Planning LLC disputed Brandon Hanna’s sales practices by filing JAMS Arbitration No. 5460002317 on October 15, 2025. Allegedly, Hanna breached a contract, violated Florida statutes and the Kansas Securities Act, breached his fiduciary duty, made negligent misrepresentations, negligently managed accounts, and negligently supervised activities involving an options trading strategy from November 2018 to October 2025. It appears that Hanna allegedly caused the client to experience damages. Therefore, the client seeks compensation from Creative Planning LLC or Hanna in the amount of $250,000 in this ongoing matter.

Creative Planning Investor Accused Hanna Of Breach Of Fiduciary Duty, Omissions, And Negligence

Additionally, a Creative Planning client filed AAA Arbitration No. 01-20-0014-7055 about Brandon Hanna. Primarily, the client alleged that Hanna breached his fiduciary duty, made misrepresentations and omissions, and was negligent. As a result, on August 3, 2022, a AAA Arbitration Panel issued an Award ordering Creative Planning or Hanna to pay the client $1,593,119.50.

Brandon Hanna Disclosed Misrepresentation Allegations By Creative Planning Client

Particularly, a client of Creative Planning contested Hanna’s sales practices by filing JAMS Arbitration No. 1100111831. Allegedly, Hanna was negligent, breached a contract, made intentional misrepresentations, violated the California Securities Act, violated the California Business Professions Code, and violated the Kansas Securities Act. Consequently, JAMS Arbitrators issued an Award dated July 7, 2023 compelling Creative Planning or Hanna to compensate the client in the amount of $7,178,318.71.

Did You Invest Through Securities Broker / Financial Advisor Hanna?

Did you experience losses because of Brandon Hanna? If so, reach out to Soreide Law Group at (888) 760-6552 or online and consult with a securities attorney regarding a possible recovery of your investment losses. Soreide Law Group has recovered losses for clients throughout the US. Also, our securities lawyers work on a contingency fee arrangement and advance all costs. Hanna and brokerage firms Hanna worked for deny accusations of sales practice violations.