Erica Yoshiko Puent is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2025-11-05 | present | Yes |
| FISHER ASSET MANAGEMENT, LLC | 2021-02-09 | 2021-11-05 | — |
| FORVIS MAZARS WEALTH ADVISORS, LLC | 2020-01-22 | 2021-01-25 | — |
| CHARLES SCHWAB & CO., INC. | 2019-02-04 | 2019-12-26 | — |