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Beth Berthelot Falkenstein is a financial advisor professional located in Miramar Beach, FL. They specialize in financial advisory.
Beth Berthelot Falkenstein - Creative Planning holds an active professional license (FINRA CRD) for your protection.
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Beth Berthelot Falkenstein operates Creative Planning, a financial advisory practice based in Miramar Beach, Florida. The firm holds a FINRA CRD registration, which governs securities and investment advisory activities at the federal level. This registration number (1971837) is publicly verifiable through FINRA's BrokerCheck system. Creative Planning serves clients seeking financial planning guidance in the Miramar Beach area.
Beth Berthelot Falkenstein holds a FINRA CRD registration (license #1971837), which means she is registered with the Financial Industry Regulatory Authority. This registration is required for professionals who sell securities or provide investment advice. FINRA oversight includes compliance with industry rules, continuing education requirements, and regulatory examinations. The CRD number allows clients to verify her registration status and disciplinary history through FINRA's public BrokerCheck database, ensuring transparency and accountability in her financial advisory practice.