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Financial ADVSR advisor directory · SEC adviser records

Creative Planning financial advisors in Bismarck, ND

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

3 registered advisors work at Creative Planning in Bismarck, out of 1,081 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Creative Planning advisors in Bismarck, 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 Bismarck

All Bismarck advisors →

Edward Jones 23LPL Financial LLC 18Osaic Wealth, Inc. 16Ameriprise Financial Services, LLC 14Stifel, Nicolaus & Company, Incorporated 13Morgan Stanley 6Wells Fargo Clearing Services, LLC 6Raymond James Financial Services Advisors, Inc. 5Eagle Strategies LLC 4State Farm Investment Management Corp. 4Thrivent Investment Management Inc. 3

Questions

How many financial advisors does Creative Planning have in Bismarck?

3 investment adviser representatives are registered at Creative Planning offices in Bismarck, North Dakota, 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 Bismarck?

Creative Planning ranks number 11 in Bismarck by registered advisors; Edward Jones has the most, with 23.

How do I check a Creative Planning advisor in Bismarck?

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.