Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Creative Planning office in San Diego, A to Z.
8 registered advisors work at Creative Planning in San Diego, out of 1,081 at the firm nationwide; it ranks number 61 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in San Diego, A to Z
Every Creative Planning advisor →- Nick P. DenucciCertified Financial Planner
- Jeff R. EllenaCertified Financial Planner
- Kathleen A. HarrisCertified Financial Planner
- Brian K. IshiharaInvestment adviser rep
- Christopher G. MunizCertified Financial Planner
- Daniel L. PallesenCertified Financial Planner
- Melissa A. SaxtonCertified Financial Planner
- Garrett L. WorkmonCertified Financial Planner
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 6Alpharetta, GA 5Austin, TX 5Brookfield, WI 5Charlotte, NC 5
Other firms in San Diego
All San Diego advisors →LPL Financial LLC 742Wells Fargo Clearing Services, LLC 167Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 138UBS Financial Services Inc. 118Strategic Advisers LLC 112Cetera Investment Advisers LLC 104J.P. Morgan Securities LLC 104Park Avenue Securities LLC 71Independent Financial Group, LLC 66Commonwealth Financial Network 62Madison Avenue Securities, LLC 61
Questions
How many financial advisors does Creative Planning have in San Diego?
8 investment adviser representatives are registered at Creative Planning offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in San Diego?
Creative Planning ranks number 61 in San Diego by registered advisors; LPL Financial LLC has the most, with 742.
How do I check a Creative Planning advisor in San Diego?
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.