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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Buczek is a registered investment advisor representative with Creative Planning. Aaron has been in the financial services industry since 1997 and has a strong track record of success. Aaron holds Series 7, Series 31, Series 63, and Series 65 licenses. Aaron's areas of specialization include financial planning, portfolio management, pension consulting, and selection of other advisors. Aaron has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
01/31/2019 - Present
Creative Planning (OVERLAND PARK KS)
CA
11/12/2008 - 03/19/2013
TD AMERITRADE, INC. (CARLSBAD CA)
CA
02/25/2008 - 08/19/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (SAN DIEGO CA)
CA
06/03/2004 - 03/29/2006
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
TX
07/27/1999 - 05/29/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
01/01/1999 - 07/02/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
05/17/1998 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
NY
05/30/1997 - 05/08/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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