Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a Creative Planning office in Portland, A to Z.
3 registered advisors work at Creative Planning in Portland, out of 1,081 at the firm nationwide; it ranks number 67 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Portland, A to Z
Every Creative Planning advisor →- Larissa K. GranthamCertified Financial Planner
- Stephen P. HickmanCertified Financial Planner
- Pete J. Honiotes IICertified 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 Portland
All Portland advisors →Ameriprise Financial Services, LLC 61Stancorp Investment Advisers, Inc. 56Merrill Lynch, Pierce, Fenner & Smith Incorporated 55LPL Financial LLC 54UBS Financial Services Inc. 42Edward Jones 38M Holdings Securities, Inc. 34Morgan Stanley 34Transamerica Financial Advisors, LLC 29Strategic Advisers LLC 28Wells Fargo Clearing Services, LLC 27Coldstream Wealth Management 25
Questions
How many financial advisors does Creative Planning have in Portland?
3 investment adviser representatives are registered at Creative Planning offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in Portland?
Creative Planning ranks number 67 in Portland by registered advisors; Ameriprise Financial Services, LLC has the most, with 61.
How do I check a Creative Planning advisor in Portland?
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.