Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chip? Claim Your ProfileChip Jurgensen is an investment advisor representative for Creative Planning, a firm with approximately $1 billion - $10 billion in assets under management. Chip is a Certified Financial Planner and has more than 15 years of experience in the financial services industry. Chip's previous employers include Raymond James Financial Services, Inc., LPL Financial LLC, Wells Fargo Advisors, LLC, BB&T Investment Services, Inc., H&R Block Financial Advisors, Inc. and Legg Mason Wood Walker, Incorporated.
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
04/21/2021 - Present
Creative Planning (OVERLAND PARK KS)
NC
12/14/2017 - 06/19/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (RALEIGH NC)
NC
04/24/2015 - 11/13/2017
LPL FINANCIAL LLC (RALEIGH NC)
NC
12/04/2007 - 12/31/2009
WELLS FARGO ADVISORS, LLC (RALEIGH NC)
NC
03/22/2006 - 11/23/2007
BB&T INVESTMENT SERVICES, INC. (WAKE FOREST NC)
MI
07/31/2003 - 06/01/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MD
08/09/2001 - 12/18/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 05/27/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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