Create Financial Planning

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

8400 Ste 920, Bloomington, Minnesota, 55...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Create Financial Planning

Create Financial Planning specializes in providing financial advisory services to artists, artisans, entrepreneurs, and startup employees, helping them stabilize their financial situations so they can focus on their creative endeavors. The firm offers a 45-minute initial Canvas meeting to discuss clients' financial visions. Based in Minnesota, Create, LLC is a registered investment advisor that operates in multiple jurisdictions. Their mission is to instill confidence in clients' financial futures, allowing them to continue pursuing their crafts.Explore more
Create Financial Planning's Social MediaPopular SearchesCreate Financial PlanningCreate Financial Planning LLCSIC Code 62,628NAICS Code 52,523Show more

Create Financial Planning Org Chart

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LV
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Certified Financial Planner & Chief Executive...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Create Financial Planning

<$5M
1-10
Private
-
2020
LV
Lindy VenustusCertified Financial Planner & CEO & Owner
<$5M
11-50
Private
-
2013
N/A
<$5M
1-10
Private
-
2001
SF
Scott ForguesFounder & Financial Advisor
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2017
EM
Eric MaldonadoOwner, Certified Financial Planner
<$5M
1-10
Private
-
2010
AW
Aaron WieandOwner, Fee-Only Financial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Create Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Create Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Create Financial Planning.

Create Financial Planning Tech Stack

A closer look at the technologies used by Create Financial Planning

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Frequently Asked Questions Regarding Create Financial Planning

What is Create Financial Planning's official website?
Create Financial Planning's official website is www.createfp.com
What is Create Financial Planning's Revenue?
Create Financial Planning's revenue is <$5 Million
What is Create Financial Planning's SIC code?
Create Financial Planning's SIC: 62,628
What is Create Financial Planning's NAICS code?
Create Financial Planning's NAICS: 52,523
How many employees does Create Financial Planning have?
Create Financial Planning has 1-10 employees
What industry does Create Financial Planning belong to?
Create Financial Planning is in the industry of: Finance, Securities Trading
What is Create Financial Planning competition?
Create Financial Planning top competitors include: Hudson Delaware Planning, Cook Stirling, Fordrix Advisors, Aquila Wealth Advisors
What technology does Create Financial Planning use?
Some of the popular technologies that Create Financial Planning uses are: Google Cloud Web Serving, Google Cloud Platform, Google Workspace, Gmail
What does Create Financial Planning do?

Create Financial Planning specializes in providing financial advisory services to artists, artisans, entrepreneurs, and startup employees, helping them stabilize their financial situations so they can focus on their creative endeavors. The firm offers a 45-minute initial Canvas meeting to discuss clients' financial visions. Based in Minnesota, Crea... te, LLC is a registered investment advisor that operates in multiple jurisdictions. Their mission is to instill confidence in clients' financial futures, allowing them to continue pursuing their crafts.Read More

What are Create Financial Planning social media links?
Create Financial Planning Linkedin page
Is Create Financial Planning a public company?
Create Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Create Financial Planning

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