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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Katzman is a financial advisor at Creative Planning. Brian has been in the industry since 1986 and is a Certified Financial Planner. Brian's experience spans multiple firms and he specializes in providing financial planning services to individuals, businesses, and high-net-worth individuals. He is licensed in New York and currently holds the Series 7, Series 63, and Series 65 licenses. Brian is also a registered representative of Creative Planning.
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
04/12/2021 - Present
Creative Planning (OVERLAND PARK KS)
MA
01/31/2005 - 11/23/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
07/19/2004 - 01/28/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
04/08/2003 - 06/10/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
03/14/2002 - 04/07/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
01/03/2002 - 02/28/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
RI
05/20/1999 - 11/29/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
03/11/1996 - 05/04/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/11/1996 - 05/04/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
03/16/1995 - 02/28/1996
LEBENTHAL & CO., INC. (NEW YORK NY)
NY
01/05/1987 - 03/06/1995
AQUILA DISTRIBUTORS, INC. (NEW YORK NY)
NA
02/19/1986 - 06/20/1986
ISFA CORPORATION
IA
Issued 10/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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