Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassandra? Claim Your ProfileCassandra McNulty is a financial advisor with Creative Planning. Cassandra holds a Series 99 and a Series 65 license and is also a Certified Financial Planner. Cassandra has been working in the financial services industry since 2011. Prior to joining Creative Planning, Cassandra worked at Elko Financial Advisors, Hewins Financial Advisors, LLC, and WIPfli Financial Advisors, LLC. Cassandra specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension plans. Cassandra also offers financial planning services, pension consulting, educational seminars, and selection of other advisors. Cassandra has been a figure skating instructor since 2008 and works with Crossroads Figure Skating Club.
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
10/04/2022 - Present
Creative Planning (OVERLAND PARK KS)
PA
08/01/2013 - 05/30/2014
PURSHE KAPLAN STERLING INVESTMENTS (MEDIA PA)
IA
Issued 07/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2013
Series 99 - Operations Professional Examination
Active
Inactive
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