Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Indianapolis, IN
Every SEC-registered investment adviser representative at a Creative Planning office in Indianapolis, A to Z.
3 registered advisors work at Creative Planning in Indianapolis, out of 1,081 at the firm nationwide; it ranks number 91 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Indianapolis, A to Z
Every Creative Planning advisor →- Catherine P. HoffmanInvestment adviser rep
- Benjamin A. MartCertified Financial Planner
- John T. Wheeler IVCertified Financial Planner
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 671McLean, VA 15Bloomington, MN 14Chicago, IL 13Atlanta, GA 11Dallas, TX 8Knoxville, TN 7Berwyn, PA 6Denver, CO 6Irvine, CA 6Memphis, TN 6San Diego, CA 6Alpharetta, GA 5Austin, TX 5Brookfield, WI 5
Other firms in Indianapolis
All Indianapolis advisors →Schwab Wealth Advisory, Inc. 162Charles Schwab & Co., Inc. 156Oneamerica Securities, Inc. 117Morgan Stanley 103Merrill Lynch, Pierce, Fenner & Smith Incorporated 95Ameriprise Financial Services, LLC 66MML Investors Services, LLC 62J.P. Morgan Securities LLC 56LPL Enterprise, LLC 52Thurston Springer Advisors 49Cetera Investment Advisers LLC 46Stifel, Nicolaus & Company, Incorporated 45
Questions
How many financial advisors does Creative Planning have in Indianapolis?
3 investment adviser representatives are registered at Creative Planning offices in Indianapolis, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in Indianapolis?
Creative Planning ranks number 91 in Indianapolis by registered advisors; Schwab Wealth Advisory, Inc. has the most, with 162.
How do I check a Creative Planning advisor in Indianapolis?
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.