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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Leitzke Thomas is a financial advisor with Creative Planning, a firm based in Overland Park, Kansas. Angela has been in the financial industry for more than 10 years and has a background in financial planning, portfolio management, and wealth management. She earned her Series 65 license in 2014 and is a Certified Financial Planner. Angela is registered with the state of Minnesota and Texas, and her focus is on providing financial advice to individuals, families, and businesses.
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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MN
08/28/2023 - Present
Creative Planning (Bloomington MN)
IA
Issued 05/06/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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