Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Memphis, TN
Every SEC-registered investment adviser representative at a Creative Planning office in Memphis, A to Z.
6 registered advisors work at Creative Planning in Memphis, out of 1,081 at the firm nationwide; it ranks number 30 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Memphis, A to Z
Every Creative Planning advisor →- Owen A. KeithCertified Financial Planner
- Andrew J. KratzCertified Financial Planner, Chartered Financial Analyst
- Michael A. ShaulInvestment adviser rep
- Madeline E. StephensInvestment adviser rep
- Sahil SuryInvestment adviser rep
- Brandy L. WagnerInvestment 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 15Bloomington, MN 14Chicago, IL 13Atlanta, GA 11Dallas, TX 8Knoxville, TN 7Berwyn, PA 6Denver, CO 6Irvine, CA 6San Diego, CA 6Alpharetta, GA 5Austin, TX 5Brookfield, WI 5Charlotte, NC 5
Other firms in Memphis
All Memphis advisors →Raymond James & Associates, Inc. 111MML Investors Services, LLC 59LPL Financial LLC 58Merrill Lynch, Pierce, Fenner & Smith Incorporated 32UBS Financial Services Inc. 32Raymond James Financial Services Advisors, Inc. 26Wells Fargo Clearing Services, LLC 25Morgan Stanley 21Stephens 21Duncan Williams Asset Management, LLC 15Legacy Wealth Management, LLC 15Kelman Lazarov Inc. 12
Questions
How many financial advisors does Creative Planning have in Memphis?
6 investment adviser representatives are registered at Creative Planning offices in Memphis, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in Memphis?
Creative Planning ranks number 30 in Memphis by registered advisors; Raymond James & Associates, Inc. has the most, with 111.
How do I check a Creative Planning advisor in Memphis?
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.