Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Andrew Lester is a financial advisor with Creative Planning. Brian Andrew Lester has been working in the financial industry for over 20 years. Brian Andrew Lester is licensed to provide investment advice in Kansas. Prior to working for Creative Planning, Brian Andrew Lester worked for USAA Financial Advisors, Inc., USAA Investment Management Company, WM Financial Services, Inc., and Country Club Financial Services, Inc.. Brian Andrew Lester holds the Series 63, Series 65, Series 7, Series 24, and Series 53 licenses. Brian Andrew Lester is 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.
1
2
KS
10/15/2018 - Present
Creative Planning (OVERLAND PARK KS)
TX
06/23/2005 - 10/18/2018
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
04/08/2009 - 10/18/2016
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
CA
08/21/2002 - 03/17/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MO
05/30/1997 - 06/05/2002
COUNTRY CLUB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 07/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brian Lester is the right advisor for you? Invested Better is here to help.
