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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashif? Claim Your ProfileAshif Siddique is an investment advisor representative with Creative Planning, a registered investment advisor with the state of Kansas. Ashif has been in the industry since 2022, and holds the Series 65 license. Ashif specializes in providing financial planning and investment management services to individuals, high net worth individuals, corporations and other businesses, charitable organizations, and pension and profit sharing plans. Ashif is also a silent partner in SID Properties LLC, a multi family residential rental company.
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
01/13/2025 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 12/23/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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