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Creative Planning financial advisors in Minnesota
Every SEC-registered investment adviser representative at a Creative Planning office in Minnesota, by city and A to Z.
The short answer
18 registered advisors work at Creative Planning in Minnesota, out of 1,038 nationwide; it's the firm's number 9 state by advisors, and the most are in Bloomington (13). 11 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors by city in Minnesota
Every firm in Minnesota →Bloomington 13Bl;oomington 1Champlin 1Excelsior 1Lino Lakes 1St. Louis Park 1
Creative Planning advisors in Minnesota, A to Z
Search by name →- Samuel M. AndrewsBloomington · Certified Financial Planner
- Sarah A. BerggrenBloomington
- Collin M. BrownChamplin · Certified Financial Planner
- Adam D. HeathcoteBloomington · Certified Financial Planner
- Colton F. HigginsBloomington · Certified Financial Planner
- Thomas G. LandrevilleSt. Louis Park
- Jonathan W. Liang Sr.Bl;oomington · Certified Financial Planner
- Jordan M. MillsBloomington · Certified Financial Planner
- Ian M. O'BrienBloomington
- David P. PetersonExcelsior
- Bradley P. ReilingBloomington · Certified Financial Planner
- Timothy P. RonningBloomington · Certified Financial Planner
- Sara J. SellBloomington · Certified Financial Planner
- Joseph P. SullivanLino Lakes
- Angela L. ThomasBloomington · Certified Financial Planner
- Sofia S. WeaverBloomington
- Nathan WennerBloomington · Certified Financial Planner, Personal Financial Specialist
- Kenneth J. ZarskeBloomington
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Creative Planning in other states
Kansas 656California 49Texas 33Wisconsin 24Georgia 22Pennsylvania 21Virginia 21Illinois 18Tennessee 17Missouri 16Arizona 14Colorado 13Florida 12Washington 12North Carolina 9Maryland 8Michigan 8New York 8Massachusetts 6South Carolina 6Indiana 5Delaware 4Hawaii 4New Jersey 4Ohio 4Oregon 4Connecticut 3North Dakota 3
Questions
How many Creative Planning financial advisors are in Minnesota?
18 investment adviser representatives are registered at Creative Planning offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 at the firm nationwide. 11 list the CFP designation and 0 are also registered as broker representatives.
Where in Minnesota does Creative Planning have the most advisors?
Bloomington, with 13, then Bl;oomington (1). Creative Planning has advisors in 6 cities in Minnesota.
How do I check a Creative Planning advisor in Minnesota?
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.