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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 Shearer is an investment advisor representative with Creative Planning, a firm that specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Andrew has over 20 years of experience in the financial services industry, with a focus on providing tailored investment advice to help clients achieve their financial goals. Andrew Shearer holds Series 6, 7, 63 and 66 licenses, and his expertise spans across various investment strategies, including stocks, bonds, mutual funds, and exchange-traded funds. Andrew has a strong track record of providing personalized service to clients, and is committed to building long-term relationships with them.
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
02/06/2019 - Present
Creative Planning (OVERLAND PARK KS)
KS
10/15/2004 - 10/25/2012
FIDELITY BROKERAGE SERVICES LLC (OVERLAND PARK KS)
MO
10/04/2000 - 09/27/2004
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
04/12/1999 - 09/27/2004
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 11/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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