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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chatten? Claim Your ProfileChatten Walker Scruggs is a financial advisor currently affiliated with Creative Planning. Chatten has been in the financial industry for over 20 years and has held licenses with several firms. Chatten holds Series 7, 24, 63, and 65 licenses and is registered as an Investment Advisor Representative in Kansas. Chatten is also a registered representative with Greenleaf Financial Network, LLC. Chatten focuses on providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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
04/19/2017 - Present
Creative Planning (OVERLAND PARK KS)
MO
12/22/2016 - 03/09/2017
PRIVATE CLIENT SERVICES, LLC (Lee's Summit MO)
KS
04/07/1998 - 10/14/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
IL
09/05/1997 - 11/11/1997
CARDINAL INVESTMENTS, INC. (BELLEVILLE IL)
CA
06/28/1996 - 09/03/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 05/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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