Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Eau Claire, WI
Every SEC-registered investment adviser representative at a Creative Planning office in Eau Claire, A to Z.
The short answer
3 registered advisors work at Creative Planning in Eau Claire, out of 1,038 at the firm nationwide; it ranks number 13 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Eau Claire, A to Z
Every Creative Planning advisor →- Micah M. BallewCertified Financial Planner
- Claire E. BeckCertified Financial Planner
- Zachary A. KnoxCertified 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 647Bloomington, MN 13McLean, VA 13Chicago, IL 12Atlanta, GA 11Dallas, TX 8Knoxville, TN 7Berwyn, PA 6Irvine, CA 6Memphis, TN 6San Diego, CA 6Alpharetta, GA 5Austin, TX 5Brookfield, WI 5Charlotte, NC 5
Other firms in Eau Claire
All Eau Claire advisors →Robert W. Baird & Co. Incorporated 13Edward Jones 11LPL Financial LLC 11Ameriprise Financial Services, LLC 7Merrill Lynch, Pierce, Fenner & Smith Incorporated 7Stifel, Nicolaus & Company, Incorporated 7Thrivent Investment Management Inc. 5Wells Fargo Clearing Services, LLC 5Gateway Wealth Partners, LLC 4Osaic Wealth, Inc. 4Pfs Investments Inc. 4Commonwealth Financial Network 3
Questions
How many financial advisors does Creative Planning have in Eau Claire?
3 investment adviser representatives are registered at Creative Planning offices in Eau Claire, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in Eau Claire?
Creative Planning ranks number 13 in Eau Claire by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 13.
How do I check a Creative Planning advisor in Eau Claire?
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.