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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew David Prignitz is a financial advisor registered with Creative Planning. Andrew is a registered Investment Advisor Representative in Kansas. Andrew is a Certified Financial Planner (CFP) professional and has passed the Series 6, Series 7, Series 63 and Series 65 exams. Andrew has been in the financial industry since 2007 and has worked for several firms, including GWFS Equities, Inc., J.P. Morgan Institutional Investments Inc. and First Investors Corporation. Andrew is currently a financial advisor with Creative Planning based out of the Overland Park, Kansas office.
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
05/10/2016 - Present
Creative Planning (OVERLAND PARK KS)
KS
09/02/2014 - 05/07/2016
GWFS EQUITIES, INC. (OVERLAND PARK KS)
KS
03/03/2010 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
KS
11/05/2007 - 01/08/2009
FIRST INVESTORS CORPORATION (LENEXA KS)
IA
Issued 03/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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