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Financial ADVSR advisor directory · SEC adviser records

Creative Planning financial advisors in California

Every SEC-registered investment adviser representative at a Creative Planning office in California, by city and A to Z.

49 registered advisors work at Creative Planning in California, out of 1,038 nationwide; it's the firm's number 2 state by advisors, and the most are in San Diego (8). 27 list the CFP designation and 0 are also registered broker representatives.

Creative Planning advisors by city in California

Every firm in California →

San Diego 8Newport Beach 5Irvine 4Menlo Park 3Westlake Village 3El Dorado Hills 2Mission Viejo 2Monterey 2Santa Clara 2Walnut Creek 2Alpine 1Berkeley 1Canyon Country 1Castaic 1Corona 1El Segundo 1Glendale 1Long Beach 1Los Angeles 1Manhattan Beach 1Oakland 1Rocklin 1San Carlos 1San Diego, 1San Francisco 1Santa Monica 1

Creative Planning advisors in California, A to Z

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Creative Planning advisors in every state →Creative Planning: assets, clients and custodians →Creative Planning news and advisor moves →Advisor Moves: who changed firms this week →

Creative Planning in other states

Kansas 627Texas 41Wisconsin 28Georgia 23Minnesota 23Illinois 22Missouri 19Virginia 18Pennsylvania 17Tennessee 17Florida 15Arizona 14Colorado 12Washington 11Maryland 10Michigan 8North Carolina 8New York 7South Carolina 7Indiana 6Connecticut 5Massachusetts 5Nebraska 5Ohio 5Delaware 4Hawaii 4Louisiana 4New Jersey 4Oregon 4North Dakota 3Oklahoma 3

Questions

How many Creative Planning financial advisors are in California?

49 investment adviser representatives are registered at Creative Planning offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 at the firm nationwide. 27 list the CFP designation and 0 are also registered as broker representatives.

Where in California does Creative Planning have the most advisors?

San Diego, with 8, then Newport Beach (5). Creative Planning has advisors in 26 cities in California.

How do I check a Creative Planning advisor in California?

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.