Nina Rose Deschene
Investment adviser representative at Creative Planning
6 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
6 years in the industry.
- Creative Planning, LLCOct 2022 to now
- Wipfli Financial Advisors, LLCFeb 2022 to Sep 2022
- Ameriprise Financial Services LLCAug 2021 to Jan 2022
- Bank of America Corp N.A.Feb 2021 to Aug 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2021 to Aug 2021
- UnemployedOct 2019 to Feb 2021
- LPL Financial LLCAug 2016 to Oct 2019
- Northeast Planning Associates, IncJun 2016 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 6554114
- Firm CRD
- 105348