Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Bloomington, MN
Every SEC-registered investment adviser representative at a Creative Planning office in Bloomington, A to Z.
16 registered advisors work at Creative Planning in Bloomington, out of 1,081 at the firm nationwide; it ranks number 7 in the city by advisors. 10 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Bloomington, A to Z
Every Creative Planning advisor →- Samuel M. AndrewsCertified Financial Planner
- Sarah A. BerggrenInvestment adviser rep
- Brendon D. FrazierInvestment adviser rep
- Colton F. HigginsCertified Financial Planner
- Derek R. HoytChartered Financial Analyst
- Matthew P. KoelschCertified Financial Planner
- Jordan M. MillsCertified Financial Planner
- Ian M. O'BrienInvestment adviser rep
- Rebecca E. OelrichCertified Financial Planner
- Bradley P. ReilingCertified Financial Planner
- Timothy P. RonningCertified Financial Planner
- Sara J. SellCertified Financial Planner
- Angela L. ThomasCertified Financial Planner
- Sofia S. WeaverInvestment adviser rep
- Nathan WennerCertified Financial Planner, Personal Financial Specialist
- Kenneth J. ZarskeInvestment 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 15Chicago, IL 13Atlanta, GA 11Dallas, TX 8Knoxville, TN 7Berwyn, PA 6Denver, CO 6Irvine, CA 6Memphis, TN 6San Diego, CA 6Alpharetta, GA 5Austin, TX 5Brookfield, WI 5Charlotte, NC 5
Other firms in Bloomington
All Bloomington advisors →Wells Fargo Clearing Services, LLC 61Morgan Stanley 43LPL Financial LLC 41UBS Financial Services Inc. 33Jnba Financial Advisors, LLC 28Merrill Lynch, Pierce, Fenner & Smith Incorporated 21Northwestern Mutual Investment Services, LLC 15Ameriprise Financial Services, LLC 13Edward Jones 13Mariner 13Boyum Wealth Architects LLC 11Cetera Investment Advisers LLC 11
Questions
How many financial advisors does Creative Planning have in Bloomington?
16 investment adviser representatives are registered at Creative Planning offices in Bloomington, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 10 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in Bloomington?
Creative Planning ranks number 7 in Bloomington by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 61.
How do I check a Creative Planning advisor in Bloomington?
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.