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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Frager is an investment advisor representative with Creative Planning. Carolyn has worked in the financial services industry since 2012. Carolyn is registered in Kansas and Texas. Carolyn is licensed to offer securities and advisory services in those states. Before joining Creative Planning, Carolyn was employed at Fidelity Brokerage Services LLC, Cambridge Investment Research, Inc., and Securian Financial Services, Inc. Carolyn specializes in providing investment advice to individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, 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
02/06/2019 - Present
Creative Planning (OVERLAND PARK KS)
KS
11/09/2012 - 06/20/2014
FIDELITY BROKERAGE SERVICES LLC (OVERLAND PARK KS)
KS
03/30/2012 - 11/14/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
02/13/2012 - 03/26/2012
SECURIAN FINANCIAL SERVICES, INC. (LEAWOOD KS)
BOTH
Issued 02/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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