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Financial ADVSR advisor directory · SEC adviser records

Creative Planning financial advisors in Missouri

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

The short answer

16 registered advisors work at Creative Planning in Missouri, out of 1,038 nationwide; it's the firm's number 11 state by advisors, and the most are in Des Peres (3). 5 list the CFP designation and 0 are also registered broker representatives.

Creative Planning advisors by city in Missouri

Every firm in Missouri →

Des Peres 3St. Louis 2Blue Springs 1Kansas City 1Kirkwood 1Lake Tapawingo 1O Fallon 1Raymore 1Webster Groves 1Weldon Spring 1Wentzville 1Wildwood 1Wright City 1

Creative Planning advisors in Missouri, A to Z

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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 656California 49Texas 33Wisconsin 24Georgia 22Pennsylvania 21Virginia 21Illinois 18Minnesota 18Tennessee 17Arizona 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 Missouri?

16 investment adviser representatives are registered at Creative Planning offices in Missouri, 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 Missouri does Creative Planning have the most advisors?

Des Peres, with 3, then St. Louis (2). Creative Planning has advisors in 13 cities in Missouri.

How do I check a Creative Planning advisor in Missouri?

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.