Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Tennessee
Every SEC-registered investment adviser representative at a Creative Planning office in Tennessee, by city and A to Z.
The short answer
17 registered advisors work at Creative Planning in Tennessee, out of 1,038 nationwide; it's the firm's number 10 state by advisors, and the most are in Knoxville (7). 8 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors by city in Tennessee
Every firm in Tennessee →Creative Planning advisors in Tennessee, A to Z
Search by name →- Derrick K. ByrdKnoxville · Certified Financial Planner
- Charlton E. GutierrezCollierville
- Nicholas M. HersheyNashville
- Mallory F. JacksonKnoxville · Certified Financial Planner
- Owen A. KeithMemphis · Certified Financial Planner
- Andrew J. KratzMemphis · Certified Financial Planner, Chartered Financial Analyst
- John M. MajorsKnoxville · Chartered Financial Analyst
- Christopher C. MartinKnoxville · Certified Financial Planner
- Kyle S. PageSpring Hill
- Michael A. ShaulMemphis
- Madeline E. StephensMemphis
- Brien T. StewartKnoxville · Chartered Financial Analyst
- Sahil SuryMemphis
- Charlotte I. ValentinoKnoxville · Certified Financial Planner, Chartered Financial Consultant
- Brandy L. WagnerMemphis
- Justin WohlfordKnoxville · Certified Financial Planner
- Michelle G. YatesNashville · Certified Financial Planner
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Creative Planning in other states
Kansas 656California 49Texas 33Wisconsin 24Georgia 22Pennsylvania 21Virginia 21Illinois 18Minnesota 18Missouri 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 Tennessee?
17 investment adviser representatives are registered at Creative Planning offices in Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 at the firm nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Where in Tennessee does Creative Planning have the most advisors?
Knoxville, with 7, then Memphis (6). Creative Planning has advisors in 5 cities in Tennessee.
How do I check a Creative Planning advisor in Tennessee?
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.