Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Lawrence, KS
Every SEC-registered investment adviser representative at a Creative Planning office in Lawrence, A to Z.
4 registered advisors work at Creative Planning in Lawrence, out of 1,081 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Lawrence, A to Z
Every Creative Planning advisor →- Patrick A. BrownChartered Financial Consultant
- Donald D. DuncanCertified Financial Planner
- Jason S. EdmondsInvestment adviser rep
- Kevin TietzInvestment 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 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 Lawrence
All Lawrence advisors →Triad Wealth Partners, LLC 24LPL Financial LLC 22Ameriprise Financial Services, LLC 13Edward Jones 7Stifel, Nicolaus & Company, Incorporated 7Allworth Financial, L.P. 6Rademacher Financial, Inc. 5Raymond James Financial Services Advisors, Inc. 5Ae Wealth Management, LLC 4Cetera Investment Advisers LLC 3Integrated Wealth Concepts LLC 3Veta Investment Partners, LLC 3
Questions
How many financial advisors does Creative Planning have in Lawrence?
4 investment adviser representatives are registered at Creative Planning offices in Lawrence, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in Lawrence?
Creative Planning ranks number 10 in Lawrence by registered advisors; Triad Wealth Partners, LLC has the most, with 24.
How do I check a Creative Planning advisor in Lawrence?
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.