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Financial ADVSR advisor directory · SEC adviser records

Creative Planning financial advisors in Addison, TX

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

6 registered advisors work at Creative Planning in Addison, out of 1,081 at the firm nationwide; it ranks number 9 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Creative Planning advisors in Addison, 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 Addison

All Addison advisors →

Principal Securities, Inc. 15Park Avenue Securities LLC 13Allworth Financial, L.P. 12Equity Services, Inc. 11Valic Financial Advisors, Inc. 11Northwestern Mutual Investment Services, LLC 10Hornor, Townsend & Kent, LLC 9Osaic Wealth, Inc. 7Cetera Investment Advisers LLC 4Geneos Wealth Management, Inc. 4Cambridge Investment Research Advisors, Inc. 3Eagle Strategies LLC 3

Questions

How many financial advisors does Creative Planning have in Addison?

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

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

Creative Planning ranks number 9 in Addison by registered advisors; Principal Securities, Inc. has the most, with 15.

How do I check a Creative Planning advisor in Addison?

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.