Charlotte Ivins Valentino
Investment adviser representative at Creative Planning
18 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$295.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Creative Planning, LLCDec 2025 to now
- Cetera Wealth Services, LLCAug 2011 to Dec 2025
- Cetera Advisor Networks LLCMar 2008 to Dec 2025
- Sageview Advisory Group, LLCMar 2008 to Dec 2025
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5525486
- Firm CRD
- 105348