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Girard Bengali, APC, Investigating Brandon Wesley Hanna and Creative Planning, Inc.

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October 24, 2023

October 14, 2023 – Girard Bengali, APC is currently investigating claims against Investment Adviser Representative Brandon Wesley Hanna (CRD# 6758707) and Creative Planning, Inc. related to unsuitable investment recommendations in options, along with elder financial abuse, misrepresentations and negligence. According to Mr. Hanna’s Investment Advisor Public Disclosure Report, Mr. Hanna is an investment advisor who was registered with Creative Planning in Overland Park, KS from April 27, 2017 until September 27, 2023.

Brokerage firms like Creative Planning, Inc. have a duty to their clients to supervise advisors and to ensure that all trades are in their clients’ best interests. Girard Bengali, APC, is investigating claims of misconduct against Mr. Hanna and failure by Creative Planning, Inc. to properly supervise advisors.

If you have suffered losses related to investments with Brandon Hanna or Creative Planning, Inc., you may be entitled to damages. Reach out today to schedule your free confidential free consultation with the securities litigation attorneys at Girard Bengali, APC.


Securities Fraud, Breach of Fiduciary Duty and Negligence

According to Mr. Hanna’s Investment Advisor Public Disclosure Report, since 2020, multiple clients have asserted claims against Mr. Hanna.

One client was awarded over $1.5 million in damages due to breach of fiduciary duty, constructive fraud, negligence and fraud by misrepresentation and omission. Another client was awarded over $4.7 million in damages for violations that include negligence, intentional misrepresentation, violation of California Securities Act, violation of Kansas Securities Act.

A third client has sought $10 million in damages related to unsuitable options investments, alleging violations that include elder abuse, breach of fiduciary duty, securities fraud and professional negligence.


Girard Bengali, APC, Gets Results for Victims of Advisor Misconduct

Girard Bengali, APC, has recovered tens of millions of dollars in compensation for investors nationwide who have suffered losses due to advisor and/or broker misconduct.

IF YOU LOST MONEY WITH BRANDON WESLEY HANNA OR CREATIVE PLANNING, INC., PLEASE CONTACT US AT (866) 760-5009 FOR A FREE AND CONFIDENTIAL EVALUATION OF YOUR CASE.

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