Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cale? Claim Your ProfileCale Hill is a financial advisor with Creative Planning, a firm headquartered in Overland Park, Kansas. Cale has been in the financial services industry for over a decade. They hold a Series 6, 7, 63, and 65 license and a SIE exam. Cale provides a variety of financial advisory services including financial planning, portfolio management, and pension consulting. Cale has experience working with a range of clients, including 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.
1
2
KS
07/27/2022 - Present
Creative Planning (Overland Park KS)
MO
11/16/2020 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (KANSAS CITY MO)
MO
10/09/2019 - 10/28/2019
COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC (Pleasant Valley MO)
KS
07/16/2014 - 08/28/2019
CHARLES SCHWAB & CO., INC. (Leawood KS)
MO
06/21/2010 - 06/23/2014
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
06/21/2011 - 12/31/2012
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
IA
Issued 09/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Cale Hill is the right advisor for you? Invested Better is here to help.
