Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Michael Bacon is a registered representative and investment advisor representative in the state of Kansas. Brett has been in the financial services industry since October 2012 and is currently associated with Creative Financial Designs, Inc. Brett is licensed to offer securities and investment advisory services in 26 states. Brett has obtained his Series 7 and Series 66 licenses and has passed the SIE exam.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
01/05/2015 - Present
Creative Financial Designs, Inc. (LENEXA KS)
KS
10/11/2012 - 01/09/2015
WADDELL & REED (LEAWOOD KS)
BOTH
Issued 11/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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