Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Oklahoma
Every SEC-registered investment adviser representative at a Creative Planning office in Oklahoma, by city and A to Z.
3 registered advisors work at Creative Planning in Oklahoma, out of 1,038 nationwide; it's the firm's number 32 state by advisors, and the most are in Tulsa (2). 2 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors by city in Oklahoma
Every firm in Oklahoma →Creative Planning advisors in Oklahoma, A to Z
Search by name →- Andrew G. BaldwinTulsa · Certified Financial Planner
- Alexander J. ReyesYukon · Certified Financial Planner
- Kyle A. WrightTulsa
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 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 4Louisiana 4New Jersey 4Oregon 4North Dakota 3
Questions
How many Creative Planning financial advisors are in Oklahoma?
3 investment adviser representatives are registered at Creative Planning offices in Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Oklahoma does Creative Planning have the most advisors?
Tulsa, with 2, then Yukon (1). Creative Planning has advisors in 2 cities in Oklahoma.
How do I check a Creative Planning advisor in Oklahoma?
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.