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David Ray Nute

Creative Retirement Planning, Inc.

Sequim, WA

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Current Employers
Creative Retirement Planning, Inc.

334 W Washington St, Sequim, WA 98382 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2016-07-02
  • WA RA
    APPROVED
    Since 2016-07-02

Branch Locations

334 W Washington St, Sequim, WA 98382 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Retirement Planning Sequim WA 07/2002 Present
Creative Retirement Planning, Inc. Sequim WA 01/2011 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-08-24
S65 Uniform Investment Adviser Law Examination 1993-06-28
  • S63 Uniform Securities Agent State Law Examination
    1993-08-24
  • S65 Uniform Investment Adviser Law Examination
    1993-06-28
Designations
Other Names
  • Dave Nute
  • David Nute

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Sequim, WA
COMPANION PORTFOLIO MANAGEMENT · SEQUIM, WA
COMPANION PORTFOLIO MANAGEMENT · SEQUIM, WA
EDWARD JONES · SEQUIM, WA
LPL FINANCIAL LLC · Sequim, WA
WELLS FARGO CLEARING SERVICES, LLC · SEQUIM, WA
LPL FINANCIAL LLC · SEQUIM, WA
SOUND FINANCIAL CENTER LLC · SEQUIM, WA

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