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Financial ADVSR advisor directory · SEC adviser records

Creative Planning financial advisors in Scottsdale, AZ

Every SEC-registered investment adviser representative at a Creative Planning office in Scottsdale, A to Z.

4 registered advisors work at Creative Planning in Scottsdale, out of 1,081 at the firm nationwide; it ranks number 80 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Creative Planning advisors in Scottsdale, A to Z

Every Creative Planning advisor →

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 Scottsdale

All Scottsdale advisors →

Vanguard Advisers, Inc. 629Osaic Wealth, Inc. 298United Planners' Financial Services Of America A Limited Partner 158Wells Fargo Clearing Services, LLC 138Merrill Lynch, Pierce, Fenner & Smith Incorporated 134Morgan Stanley 131LPL Financial LLC 109Cetera Investment Advisers LLC 69Ameriprise Financial Services, LLC 68MML Investors Services, LLC 50Equitable Advisors, LLC 48Wells Fargo Advisors Financial Network, LLC 47

Questions

How many financial advisors does Creative Planning have in Scottsdale?

4 investment adviser representatives are registered at Creative Planning offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Creative Planning one of the largest advisor employers in Scottsdale?

Creative Planning ranks number 80 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 629.

How do I check a Creative Planning advisor in Scottsdale?

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.