Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Michigan
Every SEC-registered investment adviser representative at a Creative Planning office in Michigan, by city and A to Z.
8 registered advisors work at Creative Planning in Michigan, out of 1,038 nationwide; it's the firm's number 17 state by advisors, and the most are in Troy (2). 5 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors by city in Michigan
Every firm in Michigan →Troy 2Kalamazoo 1Macomb Twp 1Novi 1Portage 1South Lyon 1W. South Lyon 1
Creative Planning advisors in Michigan, A to Z
Search by name →- Scott A. FishelNovi · Certified Financial Planner, Chartered Financial Consultant
- Richard D. FoytekSouth Lyon · Chartered Financial Analyst
- Andrew M. HamiltonPortage · Certified Financial Planner
- Nathan HartwigTroy
- Michael J. MachalicekW. South Lyon
- Jeffrey W. MashiniMacomb Twp · Certified Financial Planner, Chartered Financial Consultant
- Diane L. PrengerTroy · Certified Financial Planner
- Jessica L. RossanaKalamazoo · 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 10North 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 Michigan?
8 investment adviser representatives are registered at Creative Planning offices in Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Michigan does Creative Planning have the most advisors?
Troy, with 2, then Kalamazoo (1). Creative Planning has advisors in 7 cities in Michigan.
How do I check a Creative Planning advisor in Michigan?
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.