Dawn Teree Stoffel is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2025-09-24 | present | Yes |
| U.S. BANCORP INVESTMENTS, INC. | 2022-08-16 | 2025-09-19 | — |
| CHARLES SCHWAB & CO., INC. | 2015-04-13 | 2022-05-24 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2008-03-06 | 2015-03-11 | — |
| THRIVENT INVESTMENT MANAGEMENT INC. | 2005-10-12 | 2007-09-07 | — |