Skip to content

Creative PlanningFinancial advisor in Brookfield, WI

Creative Planning is a financial advisor at 17775 W Bluemound Rd, Brookfield, WI 53045, ranked #13 of 239 financial advisors in Brookfield and rated 5.0 from 20 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Brookfield, WIUpdated 0 paid placements in any rankingHow we rank

Call (262) 522-4040Website ↗

Key facts

Key facts about Creative Planning
Address17775 W Bluemound Rd, Brookfield, WI 53045Get directions
Phone(262) 522-4040
Websitecreativeplanning.com
HoursMonday to Thursday: 8 AM – 4:30 PM; Friday: 8 AM – 12 PM
Google rating5.0 from 20 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Brookfield and 11 towns within 25 miles: New Berlin, Waukesha, Wauwatosa, West Allis, Greenfield, Sussex, Muskego, Greendale, Menomonee Falls, Franklin and Milwaukee.

Based in Brookfield, WIView on map

Opening hours

Opening hours for Creative Planning
DayHours
Monday8 AM – 4:30 PM
Tuesday8 AM – 4:30 PM
Wednesday8 AM – 4:30 PM
Thursday8 AM – 4:30 PM
Friday8 AM – 12 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Creative Planning

How is Creative Planning ranked in Brookfield?

Creative Planning is ranked #13 of 239 financial advisors in Brookfield by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Creative Planning’s hours?

Creative Planning is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 4:30 PM; Friday, 8 AM – 12 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Creative Planning serve?

Serves Brookfield and 11 towns within 25 miles: New Berlin, Waukesha, Wauwatosa, West Allis, Greenfield, Sussex, Muskego, Greendale, Menomonee Falls, Franklin and Milwaukee. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Creative Planning?

Creative Planning has a rating of 5.0 from 20 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Creative Planning?

Call Creative Planning on (262) 522-4040. The business is at 17775 W Bluemound Rd, Brookfield, WI 53045. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Creative Planning? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Creative Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Creative Planning (this business)—695.0 (20)NoNo
Edward Jones - Financial Advisor: Colin J Dewey, ABFP®|CRPC™#11705.0 (29)NoNo4.6 mi
The Hamilton Group#12695.0 (31)YesNo6.5 mi
Paramount Financial Strategies - Ameriprise Financial Services, LLC#14695.0 (67)——19.0 mi

See all 239 ranked financial advisors in Brookfield