Category: Creative Planning

Did You Lose Money Because of Larry Letterio?

Filed: March 12, 2024

Larry Letterio has been the subject of one (1) investigation. As an investor, you may be entitled to compensation for losses accrued due to mismanagement of your investments.

Let’s begin our Patil Law Advisor Alert with a summary report on Larry Letterio.

Who Is Larry Letterio of Creative Planning?

• Advisor Name: Larry Letterio
• Aliases: Larry Letterio
• CRD: 1738325
• Location: Overland Park, Kansas
• Current Employer: Creative Planning
• Previous Firms: Kistler-Tiffany Advisors and Altair Management Partners, Inc.
• Number of Known Investigations: 1
• Can Larry Letterio Be Sued: Yes, in Private Arbitration
• Can Larry Letterio’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
• Highest Damages Allegation: Unknown
• Highest Settlement: Unknown

If you have suffered investment losses by Larry Letterio, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a stock market losses lawyer. Reach out to the legal team at Patil Law, P.C. via the secure online form or call the firm directly toll-free at 1-800-950-6553.

Customer Complaints Filed Against Larry Letterio For Broker Misconduct

As of this publication date, Larry Letterio has been the subject of 1 investigation. Let’s review it below.

In December 2022, the Pennsylvania Department of Banking and Securities initiated an investigation against or in reference to Larry Letterio. The order is related to the sale of certain inverse exchange-traded funds (“ETF”), requiring the individual to show cause that sanctions should not be imposed for alleged violations of Pennsylvania Securities Act of 1972.

How To File A Claim Against Larry Letterio of Creative Planning (previously with Kistler-Tiffany Advisors and Altair Management Partners, Inc.) To Get Your Money Back

If you have questions about Larry Letterio, Creative Planning, Kistler-Tiffany Advisors, Altair Management Partners, Inc., or the management or performance of your accounts, please contact Attorney Patil for a free initial consultation via email or toll-free at 1-800-950-6553.

Did You Lose Money Because of Chris Weeks?

Filed: March 4, 2024

cWeeks (also known as Chris Weeks) currently has one (1) pending customer complaint. Overall, he has been the subject of one (1) customer complaint. As an investor, you may be entitled to compensation for losses accrued due to mismanagement of your investments.

Let’s begin our Patil Law Advisor Alert with a summary report on Christopher Robert Weeks.

Who Is Christopher Robert Weeks of Creative Planning?

• Advisor Name: Christopher Robert Weeks
• Aliases: Chris Weeks
• CRD: 5463406
• Location: Overland Park, Kansas
• Current Employer: Creative Planning
• Previous Firms: Northwestern Mutual Investment Services, LLC and American Century Investment Services Inc.
• Number of Known Customer Complaints: 1
• Can Christopher Weeks Be Sued: Yes, in Private Arbitration
• Can Christopher Weeks’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
• Highest Damages Allegation: $800,000
• Highest Settlement: Unknown

If you have suffered investment losses by Christopher Weeks, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a breach of fiduciary duty lawyer. Reach out to the legal team at Patil Law, P.C. via the secure online form or call the firm directly toll-free at 1-800-950-6553.

Customer Complaints Filed Against Chris Weeks For Broker Misconduct

As of this publication date, Christopher Weeks has been the subject of 1 customer dispute. Let’s review it below.

In February 2024, an AAA arbitration was filed against or in reference to Christopher Weeks by a customer of Revere Securities LLC alleging breach of fiduciary duty, negligence, and violations of the Kansas Securities Act for options trading from June 2018 through June 2023. Per the customer, he/she lost over $800,000 because of Mr. Weeks’s actions. As of this publication date, this claim remains pending.

How To File A Claim Against Chris Weeks of Creative Planning (previously with Northwestern Mutual Investment Services, LLC and American Century Investment Services Inc.) To Get Your Money Back

If you have questions about Chris Weeks, Creative Planning, Northwestern Mutual Investment Services, LLC, American Century Investment Services Inc., or the management or performance of your accounts, please contact Attorney Patil for a free initial consultation via email or toll-free at 1-800-950-6553.

Did You Lose Money Because of Brandon Hanna?

Filed: February 19, 2024

Brandon Hanna currently has one (1) pending customer complaint. Overall, he has been the subject of four (4) customer complaints. As an investor, you may be entitled to compensation for losses accrued due to mismanagement of your investments.

Let’s begin our Patil Law Advisor Alert with a summary report on Brandon Wesley Hanna.

Who Is Brandon Wesley Hanna?

• Advisor Name: Brandon Wesley Hanna
• Aliases: Brandon Hanna
• CRD: 6758707
• Location: Overland Park, Kansas
• Current Employer: No Longer Allowed to Practice in the Securities Industry
• Previous Firms: Creative Planning
• Number of Known Customer Complaints: 1
• Can Brandon Hanna Be Sued: Yes, in Private Arbitration
• Can Brandon Hanna’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
• Highest Damages Allegation: $15,000,000
• Highest Settlement: $4,762,653

If you have suffered investment losses by Brandon Hanna, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a failure to supervise lawyer. Reach out to the legal team at Patil Law, P.C. via the secure online form or call the firm directly toll-free at 1-800-950-6553.

Customer Complaints Filed Against Brandon Hanna For Broker Misconduct

As of this publication date, Brandon Hanna has been the subject of 1 customer dispute. Let’s review it below.

In September 2023, a complaint was filed against or in reference to Brandon Hanna by a customer of Creative Planning alleging negligence and breach of fiduciary duty regarding options transactions from April 2017 through March 2020. Per the customer, he/she lost over $9,500,000 because of Mr. Hanna’s actions. As of this publication date, this claim remains pending.

In May 2023, a complaint was filed against or in reference to Brandon Hanna by a customer of Creative Planning alleging breach of fiduciary duty, professional negligence, negligent misrepresentation, securities fraud in violation of the Kansas Securities Act, and prohibited conduct in providing investment advice in violation of the Kansas Securities Act relating to options recommendations from September 2020 through October 2022. Per the customer, he/she lost over $10,000,000 because of Mr. Hanna’s actions. As of this publication date, this claim remains pending.

In June 2021, a complaint was filed against or in reference to Brandon Hanna by a customer of Creative Planning alleging negligence, intentional misrepresentation, breach of contract, violation of California Securities Act, violation of California business and professions code, violation of Kansas Securities Act. Per the customer, he/she lost over $15,000,000 because of Mr. Hanna’s actions. An arbitration panel found that Brandon Hanna was negligent and awarded $4,762,653 in favor of the customers.

In March 2020, a complaint was filed against or in reference to Brandon Hanna by a customer of Creative Planning alleging breach of fiduciary duty, constructive fraud, fraud by misrepresentation, omission, and negligence. Per the customer, he/she lost over $1,188,816 because of Mr. Hanna’s actions. An arbitration panel found that Brandon Hanna was negligent and awarded $1,593,119.50 in favor of the customers.

How To File A Claim Against Brandon Hanna (previously with Creative Planning) To Get Your Money Back

If you have questions about Brandon Hanna, Creative Planning, or the management or performance of your accounts, please contact Attorney Patil for a free initial consultation via email or toll-free at 1-800-950-6553.

Did You Lose Money Because of Phillip Atteberry?

Filed: January 30, 2024

Phillip Atteberry currently has one (1) pending customer complaint. Overall, he has been the subject of two (2) customer complaints. As an investor, you may be entitled to compensation for losses accrued due to mismanagement of your investments.

Let’s begin our Patil Law Advisor Alert with a summary report on Phillip Noland Atteberry.

Who Is Phillip Noland Atteberry of Creative Planning?

• Advisor Name: Phillip Noland Atteberry
• Aliases: Phillip N Atteberry
• CRD: 4247195
• Location: Overland Park, Kansas
• Current Employer: Creative Planning
• Previous Firms: Gupta Wealth Management, LLC, Fisher Investments, and Citicorp Investment Services
• Number of Known Customer Complaints: 2
• Can Phillip Atteberry Be Sued: Yes, in Private Arbitration
• Can Phillip Atteberry’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
• Highest Damages Allegation: $9,500,000
• Highest Settlement: Unknown

If you have suffered investment losses by Phillip Atteberry, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining a stock market losses lawyer. Reach out to the legal team at Patil Law, P.C. via the secure online form or call the firm directly toll-free at 1-800-950-6553.

Customer Complaints Filed Against Phillip Atteberry For Broker Misconduct

As of this publication date, Phillip Atteberry has been the subject of 2 customer disputes. Let’s review them below.

In September 2023, a complaint was filed against or in reference to Phillip Atteberry by a customer of Creative Planning alleging negligence and breach of fiduciary duty regarding options transactions from April 2017 through March 2020. Per the customer, he/she lost over $9,500,000 because of Mr. Atteberry’s actions.

In July 2021, a complaint was filed against or in reference to Phillip Atteberry by a customer of Gupta Wealth Management, LLC alleging breach of fiduciary duty, negligence, fraud, violation of the California Corporations code, and violation of the Kansas Uniform Securities Act related to the sale of conservation easements, 2015-2017. Per the customer, he/she lost over $5,185,000 because of Mr. Atteberry’s actions. As of this publication date, this claim remains pending.

How To File A Claim Against Phillip Atteberry of Creative Planning (previously with Gupta Wealth Management, LLC, Fisher Investments, and Citicorp Investment Services) To Get Your Money Back

If you have questions about Phillip Atteberry, Creative Planning, Gupta Wealth Management, LLC, Fisher Investments, Citicorp Investment Services, or the management or performance of your accounts, please contact Attorney Patil for a free initial consultation via email or toll-free at 1-800-950-6553.