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Financial ADVSR advisor directory · SEC adviser records

Creative Planning financial advisors in Westlake Village, CA

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

The short answer

3 registered advisors work at Creative Planning in Westlake Village, out of 1,038 at the firm nationwide; it ranks number 26 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Creative Planning advisors in Westlake Village, 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 615Bloomington, MN 16McLean, VA 12Atlanta, GA 11Dallas, TX 11Chicago, IL 10Knoxville, TN 8San Diego, CA 8Doylestown, PA 7Addison, TX 6Brookfield, WI 6De Pere, WI 6Madison, WI 6Memphis, TN 6Alpharetta, GA 5

Other firms in Westlake Village

All Westlake Village advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 61Morgan Stanley 56LPL Financial LLC 55Wells Fargo Clearing Services, LLC 49One Capital Management, LLC 39J.P. Morgan Securities LLC 34Wells Fargo Advisors Financial Network, LLC 31Ameriprise Financial Services, LLC 26UBS Financial Services Inc. 23Osaic Wealth, Inc. 17Alliance Advisory & Securities, LLC 15Stifel, Nicolaus & Company, Incorporated 12

Questions

How many financial advisors does Creative Planning have in Westlake Village?

3 investment adviser representatives are registered at Creative Planning offices in Westlake Village, California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Creative Planning one of the largest advisor employers in Westlake Village?

Creative Planning ranks number 26 in Westlake Village by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 61.

How do I check a Creative Planning advisor in Westlake Village?

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.