Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Virginia
Every SEC-registered investment adviser representative at a Creative Planning office in Virginia, by city and A to Z.
18 registered advisors work at Creative Planning in Virginia, out of 1,038 nationwide; it's the firm's number 9 state by advisors, and the most are in McLean (12). 15 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors by city in Virginia
Every firm in Virginia →McLean 12Centreville 1Chesterfield 1Farmville 1Goldvein 1Richmond 1Virginia Beach 1
Creative Planning advisors in Virginia, A to Z
Search by name →- Kristen M. AndrejevMcLean · Certified Financial Planner
- Austin D. AnthonyMcLean · Certified Financial Planner
- Kenneth G. BarnesChesterfield · Certified Financial Planner
- Kristine A. BennettMcLean
- Thomas A. Clark Jr.McLean
- Patrick M. GallagherMcLean · Certified Financial Planner
- Alexis HoulihanRichmond · Certified Financial Planner
- Drew R. HowellMcLean · Certified Financial Planner
- Mark E. JohannessenMcLean · Certified Financial Planner
- Megan KellyVirginia Beach · Certified Financial Planner
- Jeremy B. LaughtonMcLean · Certified Financial Planner
- Benjamin A. MadtesGoldvein · Certified Financial Planner
- Mark J. MartinMcLean · Certified Financial Planner
- Lauren A. McCartyFarmville
- Jeffrey R. PorterMcLean · Certified Financial Planner, Chartered Financial Analyst
- John R. RussellMcLean · Certified Financial Planner
- Barbara J. SchelhornMcLean · Certified Financial Planner
- Donald J. Schoen IIICentreville · Certified Financial Planner
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Creative Planning in other states
Kansas 627California 49Texas 41Wisconsin 28Georgia 23Minnesota 23Illinois 22Missouri 19Pennsylvania 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 3Oklahoma 3
Questions
How many Creative Planning financial advisors are in Virginia?
18 investment adviser representatives are registered at Creative Planning offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 at the firm nationwide. 15 list the CFP designation and 0 are also registered as broker representatives.
Where in Virginia does Creative Planning have the most advisors?
McLean, with 12, then Centreville (1). Creative Planning has advisors in 7 cities in Virginia.
How do I check a Creative Planning advisor in Virginia?
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.