Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in McLean, VA
Every SEC-registered investment adviser representative at a Creative Planning office in McLean, A to Z.
12 registered advisors work at Creative Planning in McLean, out of 1,081 at the firm nationwide; it ranks number 13 in the city by advisors. 10 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in McLean, A to Z
Every Creative Planning advisor →- Kristen M. AndrejevCertified Financial Planner
- Austin D. AnthonyCertified Financial Planner
- Kristine A. BennettInvestment adviser rep
- Thomas A. Clark Jr.Investment adviser rep
- Patrick M. GallagherCertified Financial Planner
- Drew R. HowellCertified Financial Planner
- Mark E. JohannessenCertified Financial Planner
- Jeremy B. LaughtonCertified Financial Planner
- Mark J. MartinCertified Financial Planner
- Jeffrey R. PorterCertified Financial Planner, Chartered Financial Analyst
- John R. RussellCertified Financial Planner
- Barbara J. SchelhornCertified 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 671Bloomington, 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 5Charlotte, NC 5
Other firms in McLean
All McLean advisors →Wells Fargo Clearing Services, LLC 124Morgan Stanley 78Cassaday & Company, Inc. 43MML Investors Services, LLC 28Ameriprise Financial Services, LLC 22Truist Advisory Services, Inc. 22Range Advisory, LLC 19Concurrent Investment Advisors, LLC 18UBS Financial Services Inc. 18Bogart Wealth, LLC 16West Financial Services, Inc. 13Cetera Investment Advisers LLC 12
Questions
How many financial advisors does Creative Planning have in McLean?
12 investment adviser representatives are registered at Creative Planning offices in McLean, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 10 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in McLean?
Creative Planning ranks number 13 in McLean by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 124.
How do I check a Creative Planning advisor in McLean?
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.