Francisco Aguilar Puyol, financial advisor Overland Park KS

Francisco Aguilar Puyol

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
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
University Of Wisconsin Oshkosh Oshkosh, WI Aug 2008 - May 2012 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2017
Contact Info for Francisco X. Aguilar Puyol
Phone Number: (866) 909-5148
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    55,526
    MILLIONS
  • Total Number of Accounts
    124,847
    ACCOUNTS
  • Average Account Value
    $444,756
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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