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Austin McDonough is a financial advisor with Creative Planning, a firm that manages over $175 billion in assets. Austin has been in the financial industry since 2019. He holds a Series 65 license and is a Certified Financial Planner. Austin specializes in financial planning, portfolio management, and retirement planning. He is committed to providing his clients with personalized advice and helping them reach their financial goals. Austin has experience working with a variety of clients, including individuals, families, and businesses. He is passionate about helping people understand their finances and make informed decisions about their future.
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
04/10/2023 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 06/11/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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