Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Phoenix, AZ
Every SEC-registered investment adviser representative at a Creative Planning office in Phoenix, A to Z.
3 registered advisors work at Creative Planning in Phoenix, out of 1,081 at the firm nationwide; it ranks number 72 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Phoenix, A to Z
Every Creative Planning advisor →- Michael C. EriquezInvestment adviser rep
- James J. HattonCertified Financial Planner
- Ninos G. MirzaInvestment adviser rep
Creative Planning advisors in every city and state →Creative Planning: assets, clients and custodians →Creative Planning news and advisor moves →Creative Planning payout grid vs. other firms →Advisor Moves: who changed firms this week →
Creative Planning advisors in other cities
Overland Park, KS 671McLean, VA 15Bloomington, MN 14Chicago, IL 13Atlanta, GA 11Dallas, TX 8Knoxville, TN 7Berwyn, PA 6Denver, CO 6Irvine, CA 6Memphis, TN 6San Diego, CA 6Alpharetta, GA 5Austin, TX 5Brookfield, WI 5
Other firms in Phoenix
All Phoenix advisors →Charles Schwab & Co., Inc. 425Schwab Wealth Advisory, Inc. 257Foundations Investment Advisors LLC 120Cetera Investment Advisers LLC 96Merrill Lynch, Pierce, Fenner & Smith Incorporated 92J.P. Morgan Securities LLC 81Strategic Advisers LLC 61LPL Financial LLC 58UBS Financial Services Inc. 50Edelman Financial Engines 45Morgan Stanley 41Brookwood Investment Group 34
Questions
How many financial advisors does Creative Planning have in Phoenix?
3 investment adviser representatives are registered at Creative Planning offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in Phoenix?
Creative Planning ranks number 72 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.
How do I check a Creative Planning advisor in Phoenix?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Creative Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.