Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Staples is a financial advisor with Creative Planning, a firm that manages over $175 billion in assets. Amanda has been in the financial services industry for over 10 years, working for firms such as Lockton Investment Securities, LLC, Robert W. Baird & Co. Incorporated, MMC Securities Corp., and Waddell & Reed, Inc. Amanda has a wide range of experience and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Amanda is registered with the state of Colorado as an Investment Advisor Representative and also holds the Series 63, Series 65, Series 7TO, SIE, and Series 7 licenses.
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
CO
12/20/2021 - Present
Creative Planning (Denver CO)
CO
03/17/2016 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (DENVER CO)
CO
01/06/2015 - 02/09/2016
ROBERT W. BAIRD & CO. INCORPORATED (DENVER CO)
CO
01/10/2011 - 12/18/2014
MMC SECURITIES CORP. (DENVER CO)
CO
01/30/2009 - 12/08/2010
WADDELL & REED, INC. (DENVER CO)
BC
Issued 04/26/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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