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Financial ADVSR advisor directory · SEC adviser records

Creative Planning financial advisors in Omaha, NE

Every SEC-registered investment adviser representative at a Creative Planning office in Omaha, A to Z.

5 registered advisors work at Creative Planning in Omaha, out of 1,081 at the firm nationwide; it ranks number 54 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Creative Planning advisors in Omaha, A to Z

Every Creative Planning advisor →

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 Omaha

All Omaha advisors →

Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Mutual Of Omaha Investor Services, Inc. 56Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Sequent Planning, LLC 43Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33

Questions

How many financial advisors does Creative Planning have in Omaha?

5 investment adviser representatives are registered at Creative Planning offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Creative Planning one of the largest advisor employers in Omaha?

Creative Planning ranks number 54 in Omaha by registered advisors; Cwm, LLC has the most, with 270.

How do I check a Creative Planning advisor in Omaha?

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.