Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Dallas, TX
Every SEC-registered investment adviser representative at a Creative Planning office in Dallas, A to Z.
11 registered advisors work at Creative Planning in Dallas, out of 1,081 at the firm nationwide; it ranks number 76 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Dallas, A to Z
Every Creative Planning advisor →- Thomas E. AltimontInvestment adviser rep
- Kathryn S. BanisCertified Financial Planner
- Kaitlin L. BarnesInvestment adviser rep
- Zechariah DaughertyCertified Financial Planner
- Daniel R. FosterCertified Financial Planner
- Jennifer K. MartinInvestment adviser rep
- Andres E. MedinaCertified Financial Planner
- Erica Y. PuentCertified Financial Planner
- Andrew C. SawyerCertified Financial Planner
- Tyler A. SpechtInvestment adviser rep
- Courtney D. StroopeInvestment 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 11Knoxville, TN 7Berwyn, PA 6Denver, CO 6Irvine, CA 6Memphis, TN 6San Diego, CA 6Alpharetta, GA 5Austin, TX 5Brookfield, WI 5Charlotte, NC 5
Other firms in Dallas
All Dallas advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 260Morgan Stanley 239J.P. Morgan Securities LLC 213UBS Financial Services Inc. 145Strategic Advisers LLC 107Cetera Investment Advisers LLC 99Goldman Sachs Wealth Services, L.P. 95Rockefeller Financial LLC 88Wells Fargo Clearing Services, LLC 87LPL Financial LLC 81Hilltop Securities Inc. 73Momentum Independent Network Inc. 71
Questions
How many financial advisors does Creative Planning have in Dallas?
11 investment adviser representatives are registered at Creative Planning offices in Dallas, Texas, 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 Dallas?
Creative Planning ranks number 76 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 260.
How do I check a Creative Planning advisor in Dallas?
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.