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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bing? Claim Your ProfileBing Hanbin Chen is a financial advisor associated with Creative Planning in Overland Park, Kansas. Bing has been in the industry since May 2004. Bing has a Series 6 and Series 63 license and holds the Certified Financial Planner and Chartered Financial Analyst designations. Bing also works for UMB Bank in Kansas City, Missouri, and is the Treasurer of the National Association of Asian American Professions in Kansas City, Missouri. Bing's firm is Creative Planning which is registered with the SEC as an investment adviser. Bing has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, corporations, and pension plans. Bing's firm also provides financial planning services, portfolio management for businesses and individuals, pension consulting, and educational seminars.
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
01/21/2019 - Present
Creative Planning (OVERLAND PARK KS)
MO
05/12/2004 - 07/23/2013
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MA
11/12/2003 - 02/11/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/12/2003 - 02/11/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 11/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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