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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Pavlis is a financial advisor with Creative Planning. Amy has been in the financial industry for over 20 years and has experience with a variety of financial services, including financial planning, portfolio management, and pension consulting. Amy is committed to helping clients achieve their financial goals and has a strong track record of success. Amy is also a Certified Financial Planner. Amy has previously worked for ING FINANCIAL PARTNERS, INC., PRINCOR FINANCIAL SERVICES CORPORATION, CRI SECURITIES, LLC, and SECURIAN FINANCIAL SERVICES, INC..
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
09/08/2017 - Present
Creative Planning (OVERLAND PARK KS)
MN
06/01/2010 - 04/07/2014
ING FINANCIAL PARTNERS, INC. (ST PAUL MN)
MN
07/24/2006 - 06/03/2010
PRINCOR FINANCIAL SERVICES CORPORATION (SAINT PAUL MN)
MN
08/21/2001 - 07/27/2006
CRI SECURITIES, LLC (ST. PAUL MN)
MN
04/24/2001 - 07/27/2006
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 08/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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