Marie Norkett
Investment adviser representative at Creative Planning
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$295.6BFirm assets
Are you Marie Norkett? Claim your profile
Contact this firm
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
10 years in the industry.
- Creative Planning, LLCDec 2025 to now
- Sageview Advisory Group, LLCApr 2022 to Dec 2025
- Capital OneJan 2020 to Apr 2022
- United IncomeJan 2020 to Apr 2022
- Blue Ocean Strategic CapitalJul 2017 to Dec 2019
- The Carta Group/community BankJun 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6675613
- Firm CRD
- 105348