Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Trauger is a financial advisor with Creative Planning, a firm with offices in Overland Park, Kansas and Walnut Creek, California. Alexis has been in the industry since 2014, working for Ameriprise Financial Services, Inc. and Joern, Samaha, Ryan & Associates before joining Creative Planning. Alexis is a Certified Financial Planner and holds the Series 7 and Series 66 securities licenses. Alexis specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Alexis is also an artist and enjoys creating art in her spare time.
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
04/01/2020 - Present
Creative Planning (OVERLAND PARK KS)
MN
10/05/2015 - 01/16/2019
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 10/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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