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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Thomas Broyles is a financial advisor currently registered with Creative Planning. Brett has been working in the financial industry since 1994. Previously, Brett worked at Fidelity Brokerage Services LLC. Brett has passed the Series 63, 66, 7, 9, and 10 exams. Brett is currently registered as an investment advisor representative in Kansas and Texas. Creative Planning provides services such as portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, financial planning, pension consulting, educational seminars, and selection of other advisors.
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
02/06/2019 - Present
Creative Planning (OVERLAND PARK KS)
KS
04/25/1994 - 10/20/2011
FIDELITY BROKERAGE SERVICES LLC (OVERLAND PARK KS)
BOTH
Issued 10/09/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/02/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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