Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Washington
Every SEC-registered investment adviser representative at a Creative Planning office in Washington, by city and A to Z.
11 registered advisors work at Creative Planning in Washington, out of 1,038 nationwide; it's the firm's number 15 state by advisors, and the most are in Seattle (3). 6 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors by city in Washington
Every firm in Washington →Seattle 3Bellevue 2Vancouver 2Monroe 1Sammamish 1Shoreline 1Walla Walla 1
Creative Planning advisors in Washington, A to Z
Search by name →- Lynn M. ChambersMonroe · Certified Financial Planner
- John C. HaleySeattle
- Donn L. HessSeattle
- Carlos J. LopezSammamish · Certified Financial Planner
- Kelsey L. MorrisonShoreline
- Aaron N. NicholsBellevue · Certified Financial Planner
- Dhanise PagulayanSeattle · Certified Financial Planner
- Emily A. ReevesWalla Walla
- Anthony J. SibleyBellevue · Certified Financial Planner
- Edward A. WagnerVancouver
- Benjamin J. YerkeVancouver · Certified Financial Planner
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Creative Planning in other states
Kansas 627California 49Texas 41Wisconsin 28Georgia 23Minnesota 23Illinois 22Missouri 19Virginia 18Pennsylvania 17Tennessee 17Florida 15Arizona 14Colorado 12Maryland 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 Washington?
11 investment adviser representatives are registered at Creative Planning offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Creative Planning have the most advisors?
Seattle, with 3, then Bellevue (2). Creative Planning has advisors in 7 cities in Washington.
How do I check a Creative Planning advisor in Washington?
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.