Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenna? Claim Your ProfileBrenna Saunders is a financial advisor with Creative Planning. Brenna has been in the financial industry since 2001. Brenna is registered with the state of Kansas and Texas. Brenna is also a Certified Financial Planner. Brenna previously worked at George K. Baum & Company, Prairie Brokerage Services LLC, and Salomon Smith Barney Inc. Brenna has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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
02/05/2019 - Present
Creative Planning (OVERLAND PARK KS)
MO
01/03/2002 - 11/30/2007
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
KS
08/15/2001 - 01/02/2002
PRAIRIE BROKERAGE SERVICES LLC (PRAIRIE VILLAGE KS)
NY
04/10/2001 - 08/07/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 08/23/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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