Marie Norkett

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

• 06/2016 → 06/2017
  The Carta Group/Community Bank
  Syracuse, NY
• 07/2017 → 12/2019
  Blue Ocean Strategic Capital
  Syracuse, NY
• 01/2020 → 04/2022
  United Income
  Mclean, VA
• 01/2020 → 04/2022
  Capital One
  Syracuse, NY
• 04/2022 → 12/2025
  Sageview Advisory Group, Llc
  Newport Beach, CA
• 12/2025 → Present
  Creative Planning, Llc
  Syracuse, NY

Previous Registrations

• 2022-04-19 → 2026-01-13
  Creative Planning Institutional Advisors, Llc
  Deer Park, IL
  Syracuse, NY
  Newport Beach, CA
• 2021-03-05 → 2022-04-14
  Capital One Investing, Inc.
  Syracuse, NY
  Mclean, VA

Other Businesses

DKSI Properties, LLC; Not investment-related; Address: 521 First St, Liverpool, NY, 13088; Approx. hrs/month: 5; Position and nature of business: 50% owner of real estate property; receive pass-through rental income.

Designations

• Certified Financial Planner

Other Names

• Marie Stone
• Marie Dlugolenski