Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Menlo Park, CA
Every SEC-registered investment adviser representative at a Creative Planning office in Menlo Park, A to Z.
3 registered advisors work at Creative Planning in Menlo Park, out of 1,081 at the firm nationwide; it ranks number 15 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Menlo Park, A to Z
Every Creative Planning advisor →- Shannon BlackmonCertified Financial Planner
- Paolo D. FerrettiCertified Financial Planner
- Virginia LeeInvestment 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 Menlo Park
All Menlo Park advisors →Morgan Stanley 184Robinhood Asset Management 64Charles Schwab & Co., Inc. 34Focus Partners Wealth, LLC 19Corient 15Citizens Securities, Inc. 13J.P. Morgan Securities LLC 7Sage Rhino Capital LLC 7Svb Wealth 5Ameriprise Financial Services, LLC 4Cresset Asset Management, LLC 4Galileo Planning Group, Inc. 4
Questions
How many financial advisors does Creative Planning have in Menlo Park?
3 investment adviser representatives are registered at Creative Planning offices in Menlo Park, California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in Menlo Park?
Creative Planning ranks number 15 in Menlo Park by registered advisors; Morgan Stanley has the most, with 184.
How do I check a Creative Planning advisor in Menlo Park?
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.