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Bernadette Lawson

Compliance Specialist at Creative Planning

  • LinkedIn

Email Email: b****@ktadv.com

phone noPhone Number: (***)-***-****

Financial services professional with experience in RIA compliance, operations, research and reconciliation.

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CREATIVE PLANNING

CREATIVE PLANNING

  • description Description
    An independent wealth advisory firm with more than $245 billion in combined assets under management and advisement as of 7/1/23 and clients in all 50 states and abroad. At Creative Planning, ...

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  • Employees count Employees 1001-5000
  • Revenue Revenue 250 Million to 500 Million
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Employees

Cfp® Travis Knight

Partner / Private Wealth Manager

Connor Cavanaugh

Key Account Manager | Retirement Plans

Cfp® Jeff Juday

Managing Director & Private Wealth Manager

Elizabeth Kouri

Partner / Managing Tax Director

Ben Morrison

Le Practice Development

Cfp® Ben Djelassi

Partner / Managing Director

Frequently Asked Questions Regarding Bernadette Lawson

Answer: Bernadette Lawson works for Creative Planning as Compliance Specialist

Answer: Bernadette Lawson’s role in Creative Planning is Compliance Specialist

Answer: Bernadette Lawson's email address is b***@gmail.com

Answer: Bernadette Lawson's business email address is b****@ktadv.com

Answer: Bernadette Lawson’s direct phone number is (***)-***-****

Answer: Bernadette Lawson works in the industry of: Financial Services

Answer: Bernadette Lawson is the current Compliance Specialist at Creative Planning.... Read More

Answer: Bernadette Lawson works Creative Planning located at 5454 West 110th St, Overland Park, Kansas, 66211, United States

Answer: Creative Planning's Compliance Specialist is Bernadette Lawson

Answer: Bernadette Lawson contact details:

  • Phone number  :  (***)-***-****
  • Email  :  b****@ktadv.com

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