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Detailed Report
BRANDY LEANN WAGNER
CRD#: 6124886
IA
Investment Adviser
CREATIVE PLANNINGCRD#: 105348 700 Colonial Rd.
Ste 120
Memphis, TN 38117
Registration History
201820192020202120222023202420252026IACREATIVE PLANNING (CRD# 105348)2023 - Present (2 years)IATELARRAY, LLC (CRD# 135391)2018 - 2023 (4 years)
License(s)

State Registrations

IA
Tennessee 3/2/2023
Current Registration(s)
IA
CREATIVE PLANNING (CRD#:105348)
700 Colonial Rd. Ste 120, Memphis, TN 38117
Registered with this firm since 3/2/2023
Previous Registration(s)
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IA
 06/21/2018 - 03/09/2023 TELARRAY, LLC (CRD#:135391) MEMPHIS, TN
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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.
IA
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
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.