Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Jane Schelhorn is a financial professional with over 30 years of experience in the financial services industry. Barbara has been with Creative Planning since 2021 and has held prior roles at Harris Investor Services LLC, Capitol Securities Management, Inc., FSC Securities Corporation, Royal Alliance Associates, Inc., Walnut Street Securities, Inc., and Integrated Resources Equity Corporation. Barbara holds Series 63 and 65 securities licenses, along with a Series 7 General Securities Representative examination. She is also a Certified Financial Planner.
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
04/20/2021 - Present
Creative Planning (OVERLAND PARK KS)
NJ
02/14/2003 - 10/01/2004
HARRISDIRECT LLC (JERSEY CITY NJ)
VA
12/17/2002 - 05/13/2003
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
GA
09/12/2000 - 01/05/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/01/1997 - 01/11/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
11/15/1989 - 04/01/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
AZ
11/19/1989 - 12/13/1989
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/25/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 02/13/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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