Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Seattle, WA
Every SEC-registered investment adviser representative at a Creative Planning office in Seattle, A to Z.
The short answer
4 registered advisors work at Creative Planning in Seattle, out of 1,038 at the firm nationwide; it ranks number 76 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Seattle, A to Z
Every Creative Planning advisor →- Donn L. HessInvestment adviser rep
- Aaron N. NicholsCertified Financial Planner
- Dhanise PagulayanCertified Financial Planner
- Uma SekarInvestment 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 615Bloomington, MN 16McLean, VA 12Atlanta, GA 11Dallas, TX 11Chicago, IL 10Knoxville, TN 8San Diego, CA 8Doylestown, PA 7Addison, TX 6Brookfield, WI 6De Pere, WI 6Madison, WI 6Memphis, TN 6Alpharetta, GA 5
Other firms in Seattle
All Seattle advisors →Morgan Stanley 144Merrill Lynch, Pierce, Fenner & Smith Incorporated 123Wells Fargo Clearing Services, LLC 113Brighton Jones LLC 104J.P. Morgan Securities LLC 95LPL Financial LLC 74UBS Financial Services Inc. 74RBC Capital Markets, LLC 64Edward Jones 61Robert W. Baird & Co. Incorporated 58D.A. Davidson & Co. 51Strategic Advisers LLC 51
Questions
How many financial advisors does Creative Planning have in Seattle?
4 investment adviser representatives are registered at Creative Planning offices in Seattle, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in Seattle?
Creative Planning ranks number 76 in Seattle by registered advisors; Morgan Stanley has the most, with 144.
How do I check a Creative Planning advisor in Seattle?
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.