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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred A. Jordano is a financial advisor with Creative Planning, a firm headquartered in Overland Park, Kansas. Alfred has been a registered investment advisor for over 18 years. Alfred offers a wide range of services to individuals, families, businesses, and charitable organizations. Alfred is a Certified Financial Planner and specializes in financial planning, portfolio management, and pension consulting. Prior to joining Creative Planning, Alfred worked at Sullivan Bruyette Speros & Blayney. Alfred is also a licensed real estate agent in North Carolina.
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
04/21/2021 - Present
Creative Planning (OVERLAND PARK KS)
IN
10/13/2004 - 12/16/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/13/2004 - 12/16/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
03/16/2000 - 09/08/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 09/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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