Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Connecticut
Every SEC-registered investment adviser representative at a Creative Planning office in Connecticut, by city and A to Z.
5 registered advisors work at Creative Planning in Connecticut, out of 1,038 nationwide; it's the firm's number 22 state by advisors, and the most are in East Haddam (1). 1 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors by city in Connecticut
Every firm in Connecticut →Creative Planning advisors in Connecticut, A to Z
Search by name →- Joseph M. CorteseWestport
- Vincenzo F. DastoliMiddletown
- Hubert P. KingsleyFarmington
- Peter NieporentMonroe · Certified Financial Planner
- Christian W. ThomasEast Haddam · Chartered Financial Analyst
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 627California 49Texas 41Wisconsin 28Georgia 23Minnesota 23Illinois 22Missouri 19Virginia 18Pennsylvania 17Tennessee 17Florida 15Arizona 14Colorado 12Washington 11Maryland 10Michigan 8North Carolina 8New York 7South Carolina 7Indiana 6Massachusetts 5Nebraska 5Ohio 5Delaware 4Hawaii 4Louisiana 4New Jersey 4Oregon 4North Dakota 3Oklahoma 3
Questions
How many Creative Planning financial advisors are in Connecticut?
5 investment adviser representatives are registered at Creative Planning offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Connecticut does Creative Planning have the most advisors?
East Haddam, with 1, then Farmington (1). Creative Planning has advisors in 5 cities in Connecticut.
How do I check a Creative Planning advisor in Connecticut?
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.