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Financial ADVSR advisor directory · SEC adviser records

Creative Planning financial advisors in Brookfield, WI

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

6 registered advisors work at Creative Planning in Brookfield, out of 1,081 at the firm nationwide; it ranks number 18 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Creative Planning advisors in Brookfield, 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 5Charlotte, NC 5

Other firms in Brookfield

All Brookfield advisors →

Annex Wealth Management, LLC 87Ameriprise Financial Services, LLC 45LPL Financial LLC 44Osaic Wealth, Inc. 27Strategic Advisers LLC 21UBS Financial Services Inc. 21RBC Capital Markets, LLC 16Francis LLC 14Great Valley Advisor Group, LLC 14Cetera Investment Advisers LLC 13Charles Schwab & Co., Inc. 12J.P. Morgan Securities LLC 10

Questions

How many financial advisors does Creative Planning have in Brookfield?

6 investment adviser representatives are registered at Creative Planning offices in Brookfield, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 1,081 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

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

Creative Planning ranks number 18 in Brookfield by registered advisors; Annex Wealth Management, LLC has the most, with 87.

How do I check a Creative Planning advisor in Brookfield?

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.