Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Creative Planning office in Charlotte, A to Z.
3 registered advisors work at Creative Planning in Charlotte, out of 1,081 at the firm nationwide; it ranks number 122 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Charlotte, A to Z
Every Creative Planning advisor →- Christopher M. GarrettCertified Financial Planner
- Kyle R. GensrickCertified Financial Planner
- Brenton W. SimonsonCertified 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 Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 641Merrill Lynch, Pierce, Fenner & Smith Incorporated 434Wells Fargo Clearing Services, LLC 395Tiaa-Cref Individual & Institutional Services, LLC 321UBS Financial Services Inc. 147Truist Advisory Services, Inc. 118LPL Financial LLC 107Ameriprise Financial Services, LLC 102Morgan Stanley 95Strategic Advisers LLC 82Ip Financial Advisory Services LLC 66Principal Advised Services 66
Questions
How many financial advisors does Creative Planning have in Charlotte?
3 investment adviser representatives are registered at Creative Planning offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in Charlotte?
Creative Planning ranks number 122 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 641.
How do I check a Creative Planning advisor in Charlotte?
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.