Francisco Aguilar PuyolCRD Number: 6750534
Current Firm: Creative Planning
Francisco Aguilar Puyol (CRD# 6750534) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 5 years of experience in the finance industry. Francisco Aguilar Puyol has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Creative Planning, Inc.||Madison, WI||Sep 2020 - Current||1|
|Thun Financial Advisors||Madison, WI||Jan 2017 - Aug 2020||3|
|Hy Cite Enterprises||Madison, WI||Nov 2015 - Oct 2016||< 1|
|University Of Wisconsin Whitewater||Whitewater, WI||Aug 2014 - Aug 2015||1|
|Thun Financial Advisors||Madison, WI||Dec 2013 - Jun 2014||< 1|
|Tocqueville Asset Management||Manhattan, NY||Aug 2013 - Dec 2013||< 1|
|University Of Wisconsin Oshkosh||Oshkosh, WI||Sep 2012 - Jun 2013||< 1|
|Global Products Alliance||Doral, FL||May 2012 - Sep 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2017|
Total Assets Under Management133,831MILLIONS
Total Number of Accounts165,510ACCOUNTS
Average Account Value$808,595
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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