Create
13yrs
13 years in the industry
About the firm
A registered investment advisory firm. It manages about $3.82 million for roughly 19 individual clients. Services include financial planning, investment management for individuals and small businesses, educational seminars and workshops.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Other fees
Typical client size ?$200,918
Assets under management ?$3.82 million
Individual clients19
Median years of experience13
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesEducational seminars and workshopsOther services
Advisors at Create
1Advisors
13Median years of experience
1States with offices
–Offices
Also known as
Create Financial Planning · Createfp · Create Planning
About Create
How do I contact Create?
Call the main office at (612) 401-9755. The main office is at , .
How is Create paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, other fees. Ask for your total yearly cost in dollars.
What services does Create offer?
Financial planning, Investment management for individuals and small businesses, Educational seminars and workshops, Other services.
How many advisors work at Create?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.