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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Gregory Hoopes is a financial advisor with Creative Planning. Adam has been in the financial services industry since 1997 and has a strong background in investments and financial planning. Adam is a Certified Financial Planner™ and holds a Series 6, 7, 9, 10, 63, and 66 licenses. Adam has experience working with individuals, families, businesses, and charitable organizations. Adam is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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KS
08/28/2023 - Present
Creative Planning (OVERLAND PARK KS)
KS
04/07/2006 - 08/22/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
NY
07/25/2001 - 10/19/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
07/31/2000 - 03/12/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
06/29/2000 - 07/19/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
08/14/1999 - 11/05/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/14/1999 - 11/05/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/11/1997 - 02/06/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 03/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/13/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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