Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Austin, TX
Every SEC-registered investment adviser representative at a Creative Planning office in Austin, A to Z.
4 registered advisors work at Creative Planning in Austin, out of 1,081 at the firm nationwide; it ranks number 99 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Austin, A to Z
Every Creative Planning advisor →- Bryce A. CurrierInvestment adviser rep
- Soha S. DessoukyInvestment adviser rep
- Claudia H. NyboCertified Financial Planner
- Jessie B. WussowInvestment 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 6Memphis, TN 6San Diego, CA 6Alpharetta, GA 5Brookfield, WI 5Charlotte, NC 5
Other firms in Austin
All Austin advisors →Kestra Advisory Services, LLC 418Dimensional Fund Advisors LP 208Charles Schwab & Co., Inc. 197Merrill Lynch, Pierce, Fenner & Smith Incorporated 137J.P. Morgan Securities LLC 119LPL Financial LLC 117Morgan Stanley 101Wells Fargo Clearing Services, LLC 10049 Financial 91Strategic Advisers LLC 85Edward Jones 72Hub Investment Partners, LLC 68
Questions
How many financial advisors does Creative Planning have in Austin?
4 investment adviser representatives are registered at Creative Planning offices in Austin, Texas, 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 Austin?
Creative Planning ranks number 99 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 418.
How do I check a Creative Planning advisor in Austin?
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.