Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Irvine, CA
Every SEC-registered investment adviser representative at a Creative Planning office in Irvine, A to Z.
4 registered advisors work at Creative Planning in Irvine, out of 1,081 at the firm nationwide; it ranks number 53 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Irvine, A to Z
Every Creative Planning advisor →- Jason ChuangCertified Financial Planner
- Kile J. KropkoCertified Financial Planner
- Tyler G. MerrillInvestment adviser rep
- Banqi YangCertified Financial Planner, Chartered Financial Analyst
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 6Memphis, TN 6San Diego, CA 6Alpharetta, GA 5Austin, TX 5Brookfield, WI 5Charlotte, NC 5
Other firms in Irvine
All Irvine advisors →J.P. Morgan Securities LLC 186Wells Fargo Clearing Services, LLC 147Morgan Stanley 106LPL Financial LLC 74Merrill Lynch, Pierce, Fenner & Smith Incorporated 72LPL Enterprise, LLC 60Equitable Advisors, LLC 52Osaic Wealth, Inc. 48Cooper McManus 38UBS Financial Services Inc. 32Charles Schwab & Co., Inc. 31Strategic Advisers LLC 30
Questions
How many financial advisors does Creative Planning have in Irvine?
4 investment adviser representatives are registered at Creative Planning offices in Irvine, California, 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 Irvine?
Creative Planning ranks number 53 in Irvine by registered advisors; J.P. Morgan Securities LLC has the most, with 186.
How do I check a Creative Planning advisor in Irvine?
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.