Creative Planning Concepts, LLC

Creative Planning Concepts, LLC (CRD# 115954) is a financial advisory firm headquartered in Nashville, TN. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Creative Planning Concepts, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen T. Church
CRD#: 2294186
2209 Crestmoor Road, Suite 100, Nashville, TN 37215
96
Wealthminder
score

Stephen Church (CRD# 2294186) is an Investment Advisor Representative working at Creative Planning Concepts, LLC in Nashville, TN and has over 24 years of experience in the finance industry. Stephen Church 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.

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