Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Louisiana
Every SEC-registered investment adviser representative at a Creative Planning office in Louisiana, by city and A to Z.
4 registered advisors work at Creative Planning in Louisiana, out of 1,038 nationwide; it's the firm's number 28 state by advisors, and the most are in Metairie (2). 4 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors by city in Louisiana
Every firm in Louisiana →Creative Planning advisors in Louisiana, A to Z
Search by name →- Tracey J. BreauxLafayette · Certified Financial Planner
- Ann P. ColvinCovington · Certified Financial Planner
- Samuel J. WicklineMetairie · Certified Financial Planner
- Derrick WilliamsMetairie · 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 14Colorado 12Washington 11Maryland 10Michigan 8North Carolina 8New York 7South Carolina 7Indiana 6Connecticut 5Massachusetts 5Nebraska 5Ohio 5Delaware 4Hawaii 4New Jersey 4Oregon 4North Dakota 3Oklahoma 3
Questions
How many Creative Planning financial advisors are in Louisiana?
4 investment adviser representatives are registered at Creative Planning offices in Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Louisiana does Creative Planning have the most advisors?
Metairie, with 2, then Covington (1). Creative Planning has advisors in 3 cities in Louisiana.
How do I check a Creative Planning advisor in Louisiana?
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.