Unclaimed
Chang Shin is a registered representative with Creativeone Wealth, LLC in Overland Park, KS. Chang has been working in the financial services industry since May 2007. Chang Shin is also registered with the state of Kansas. Chang has passed the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination. Chang specializes in a variety of financial services, including financial planning, portfolio management, and educational seminars. Chang is also involved in other businesses, including farming and leasing land.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
KS
10/18/2024 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
Active
Inactive
Not sure Chang Shin is the right advisor for you? Invested Better is here to help.