Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Chicago, IL
Every SEC-registered investment adviser representative at a Creative Planning office in Chicago, A to Z.
The short answer
12 registered advisors work at Creative Planning in Chicago, out of 1,038 at the firm nationwide; it ranks number 67 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Chicago, A to Z
Every Creative Planning advisor →- Kevin L. BabbInvestment adviser rep
- Jessica A. CarterCertified Financial Planner
- Jennifer CaseyCertified Financial Planner
- Jacob CohenInvestment adviser rep
- Kyle A. GriffithCertified Financial Planner
- Patrick J. HamiltonCertified Financial Planner
- Isabella M. KlinowskiInvestment adviser rep
- Charles B. LawlessInvestment adviser rep
- Marshall A. LundCertified Financial Planner
- Amy L. MacalCertified Financial Planner
- Tyler SaamInvestment adviser rep
- Melissa A. WissInvestment adviser rep
Creative Planning advisors in every city and state →Creative Planning: assets, clients and custodians →Creative Planning news and advisor moves →Creative Planning payout grid vs. other firms →Advisor Moves: who changed firms this week →
Creative Planning advisors in other cities
Overland Park, KS 615Bloomington, MN 16McLean, VA 12Atlanta, GA 11Dallas, TX 11Knoxville, TN 8San Diego, CA 8Doylestown, PA 7Addison, TX 6Brookfield, WI 6De Pere, WI 6Madison, WI 6Memphis, TN 6Alpharetta, GA 5Newport Beach, CA 5
Other firms in Chicago
All Chicago advisors →Morgan Stanley 590J.P. Morgan Securities LLC 570Merrill Lynch, Pierce, Fenner & Smith Incorporated 475Hightower Advisors, LLC 364William Blair 270Bankers Life Advisory Services, Inc. 242Nuveen Asset Management, LLC 219UBS Financial Services Inc. 183Neuberger Berman Bd LLC 110Strategic Advisers LLC 105Wells Fargo Clearing Services, LLC 104LPL Financial LLC 100
Questions
How many financial advisors does Creative Planning have in Chicago?
12 investment adviser representatives are registered at Creative Planning offices in Chicago, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in Chicago?
Creative Planning ranks number 67 in Chicago by registered advisors; Morgan Stanley has the most, with 590.
How do I check a Creative Planning advisor in Chicago?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.