Nina Rose Deschene

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 10/2019
  Lpl Financial Llc
  Bedford, NH
• 06/2016 → 10/2019
  Northeast Planning Associates, Inc
  Bedford, NH
• 02/2021 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashua, NH
• 02/2021 → 08/2021
  Bank Of America Corp N.A.
  Nashua, NH
• 10/2019 → 02/2021
  Unemployed
  Litchfield, NH
• 08/2021 → 01/2022
  Ameriprise Financial Services Llc
  Nashua, NH
• 02/2022 → 09/2022
  Wipfli Financial Advisors, Llc
  Bedford, NH
• 10/2022 → Present
  Creative Planning, Llc
  Bedford, NH

Previous Registrations

• 2022-03-01 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Bedford, NH
  Milwaukee, WI
• 2021-09-07 → 2022-03-01
  Ameriprise Financial Services, Llc
  Nashua, NH
• 2021-03-12 → 2021-08-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashua, NH
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-03-11
• S63 Uniform Securities Agent State Law Examination
  2015-10-19

Designations

• Certified Financial Planner

Other Names

• Nina Rose Perez