Financial ADVSR advisor directory · SEC adviser records

Creative Planning financial advisors in Texas

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

41 registered advisors work at Creative Planning in Texas, out of 1,038 nationwide; it's the firm's number 3 state by advisors, and the most are in Dallas (11). 17 list the CFP designation and 0 are also registered broker representatives.

Creative Planning advisors by city in Texas

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Dallas 11 Addison 6 Austin 4 Houston 3 Irving 2 McKinney 2 Colleyville 1 Flower Mound 1 Frisco 1 Katy 1 Kingwood 1 Lavon 1 Llano 1 Rockwall 1 San Antonio 1 Spring 1 The Woodlands 1 Trophy Club 1 Weatherford 1

Creative Planning advisors in Texas, A to Z

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Cord A. AdamsIrving
Thomas E. AltimontDallas
Scott H. AndricksTrophy Club
Kathryn S. BanisDallas · Certified Financial Planner
Kaitlin L. BarnesDallas
Nicholas C. BlaineLavon
Karina BrunsonRockwall · Certified Financial Planner
Ty W. ChesnutIrving
Sean T. CollinsSan Antonio
Amy H. CrawfordAddison
Bryce A. CurrierAustin
Zechariah DaughertyDallas · Certified Financial Planner
Soha S. DessoukyAustin
Daniel R. FosterDallas · Certified Financial Planner
Ryan M. FuchsFrisco · Certified Financial Planner
Jason A. GowerAddison · Certified Financial Planner
Sean P. GranereKaty
Joseph W. Hydes IVKingwood
Vineet KalraFlower Mound
Mark C. KeyserWeatherford
Michael A. KonzenSpring · Certified Financial Planner
Raya P. KulkarniHouston · Certified Financial Planner
Jennifer K. MartinDallas
Jolene A. McCordHouston
Andres E. MedinaDallas · Certified Financial Planner
Meredith R. MooreHouston
Claudia H. NyboAustin · Certified Financial Planner
Rashi PoddarAddison · Certified Financial Planner, Chartered Financial Analyst
Erica Y. PuentDallas · Certified Financial Planner
Julie E. ReinhardtLlano
Christophor A. RowellThe Woodlands
Andrew C. SawyerDallas · Certified Financial Planner
Mason K. SchoenAddison · Certified Financial Planner
Tyler A. SpechtDallas
Courtney D. StroopeDallas
Jennifer WeiMcKinney
Jared A. WewersColleyville · Certified Financial Planner
Zachary A. WhiteAddison · Certified Financial Planner, Chartered Financial Analyst
Stefanie M. WilliamsMcKinney
Richard R. WintersAddison · Certified Financial Planner
Jessie B. WussowAustin

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Creative Planning in other states

Kansas 627 California 49 Wisconsin 28 Georgia 23 Minnesota 23 Illinois 22 Missouri 19 Virginia 18 Pennsylvania 17 Tennessee 17 Florida 15 Arizona 14 Colorado 12 Washington 11 Maryland 10 Michigan 8 North Carolina 8 New York 7 South Carolina 7 Indiana 6 Connecticut 5 Massachusetts 5 Nebraska 5 Ohio 5 Delaware 4 Hawaii 4 Louisiana 4 New Jersey 4 Oregon 4 North Dakota 3 Oklahoma 3

Questions

How many Creative Planning financial advisors are in Texas?

41 investment adviser representatives are registered at Creative Planning offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 at the firm nationwide. 17 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Creative Planning have the most advisors?

Dallas, with 11, then Addison (6). Creative Planning has advisors in 19 cities in Texas.

How do I check a Creative Planning advisor in Texas?

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.