Creative Retirement Planning, Inc.

Creative Retirement Planning, Inc. (CRD# 138274) is a financial advisory firm headquartered in Sequim, WA. They manage $1,310,861 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
334 W Washington St, Sequim, WA 98382
https://www.creativeretirementplanning.com/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $218,477
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Creative Retirement Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David Nute, financial advisor Sequim WA
David R. Nute
CRD#: 2375384
334 W Washington St, Sequim, WA 98382

David Nute (CRD# 2375384) is an Investment Advisor Representative working at Creative Retirement Planning, Inc. in Sequim, WA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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