Creative Retirement Planning, Inc.
Creative Retirement Planning, Inc. (CRD# 138274) is a financial advisory firm headquartered in Sequim, WA. They manage $2,580,025 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$322,503
- 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
- Educational seminars/workshops
David Nute (CRD# 2375384) is an Investment Advisor Representative working at Creative Retirement Planning, Inc. in Sequim, WA and has over 26 years of experience in the finance industry. David Nute 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.