Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Colorado
Every SEC-registered investment adviser representative at a Creative Planning office in Colorado, by city and A to Z.
12 registered advisors work at Creative Planning in Colorado, out of 1,038 nationwide; it's the firm's number 14 state by advisors, and the most are in Denver (3). 6 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors by city in Colorado
Every firm in Colorado →Denver 3Littleton 2Louisville 2Arvada 1Aurora 1Fraser 1Highlands Ranch 1Lakewood 1
Creative Planning advisors in Colorado, A to Z
Search by name →- Jeffrey J. BrownleeDenver · Certified Financial Planner
- Brittany S. Del FaveroArvada
- Jason S. DohrmanHighlands Ranch · Certified Financial Planner
- McKenzie L. JohnsonLittleton
- Ryan P. KaszyckiAurora · Certified Financial Planner
- Jay T. KrauseFraser
- Colleen E. MaldonadoLittleton · Certified Financial Planner
- Darrell W. QuamDenver
- Devonee L. QuinnLakewood · Certified Financial Planner
- Marc A. SchmeeckleLouisville
- Kevin C. SchmeitsLouisville
- Evan R. SchumacherDenver · Certified Financial Planner
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Creative Planning in other states
Kansas 627California 49Texas 41Wisconsin 28Georgia 23Minnesota 23Illinois 22Missouri 19Virginia 18Pennsylvania 17Tennessee 17Florida 15Arizona 14Washington 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 Colorado?
12 investment adviser representatives are registered at Creative Planning offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in Colorado does Creative Planning have the most advisors?
Denver, with 3, then Littleton (2). Creative Planning has advisors in 8 cities in Colorado.
How do I check a Creative Planning advisor in Colorado?
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.