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Financial ADVSR advisor directory · SEC adviser records

Creative Planning financial advisors in Hawaii

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

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

Creative Planning advisors by city in Hawaii

Every firm in Hawaii →

Honolulu 2Kaneohe 1Wahiawa 1

Creative Planning advisors in Hawaii, A to Z

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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 6Connecticut 5Massachusetts 5Nebraska 5Ohio 5Delaware 4Louisiana 4New Jersey 4Oregon 4North Dakota 3Oklahoma 3

Questions

How many Creative Planning financial advisors are in Hawaii?

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

Where in Hawaii does Creative Planning have the most advisors?

Honolulu, with 2, then Kaneohe (1). Creative Planning has advisors in 3 cities in Hawaii.

How do I check a Creative Planning advisor in Hawaii?

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.