Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Lee McFann is a financial advisor registered with Creative Planning. Alan has been in the industry since 2007. He specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Alan holds a Series 63 license. Previously, Alan worked at UMB Distribution Services, LLC and J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. Alan is committed to providing clients with personalized financial advice and helping them 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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2
KS
08/14/2017 - Present
Creative Planning (Overland Park KS)
MO
02/27/2014 - 04/04/2017
UMB DISTRIBUTION SERVICES, LLC (KANSAS CITY MO)
KS
10/29/2007 - 03/01/2012
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
IA
Issued 08/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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