CRD# 2074636
Financial Partners Group, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 1380183
Creative Planning
Company Name | Location | Dates | Years |
---|---|---|---|
Adaptive Advisory, LLC | Shawnee, KS | Jan 2015 - Current | 9 |
Dm Bruce Associates | Overland Park, KS | Jul 2014 - Mar 2015 | < 1 |
Aetna / Coventry Healthcare | Overland Park, KS | Jun 2013 - Jul 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2015 |
- KS
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts29ACCOUNTS
-
Average Account Value$232,783
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
KS
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