Unclaimed
Andrew Keating is an investment advisor representative registered with Creative Planning in Overland Park, Kansas. Andrew has been registered with the state of Kansas since November 22, 2021. Andrew holds the Series 65 license, which allows them to provide investment advice. Andrew is a licensed real estate agent and owns a rental property. Andrew Keating has experience working in the financial services industry, including with Flint Hills Resources, University of Kansas, Overland Corporation, and Lawrence Country Club.
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
11/22/2021 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 11/22/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Andrew Keating is the right advisor for you? Invested Better is here to help.