Individual Firm
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JONATHAN WAYNE LIANG SR.
CRD#: 4289198
IA
CREATIVE PLANNINGCRD#: 105348 5811 South Cedar Lake Road
Minneapolis, MN 55416
Minneapolis, MN 55416
0
Disclosures
12
Years of Experience
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State Registrations
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Minnesota 8/1/2023
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Texas 8/1/2023
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Registered with this firm since 8/1/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 03/16/2015 - 11/10/2023 | SAINT LOUIS PARK, MN | |
IA | 02/27/2004 - 05/03/2006 | ST. PAUL, MN | |
IA | 12/04/2003 - 03/05/2004 | ST. PAUL, MN |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.