Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Pohlman is a financial advisor currently registered with Creative Planning in Overland Park, KS and has been in the financial industry since 2000. Christopher has a Series 63, Series 65, Series 7 and SIE licenses and holds the following designations. Christopher is an experienced financial advisor who has worked with clients in Illinois. Christopher is involved in several other business activities which are listed in the "Other Business" section.
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
10/09/2023 - Present
Creative Planning (OVERLAND PARK KS)
IL
03/09/2004 - 09/29/2023
MESIROW FINANCIAL, INC. (OAKBROOK TERRACE IL)
IL
02/17/2000 - 09/21/2001
MESIROW FINANCIAL, INC. (CHICAGO IL)
BC
Issued 01/19/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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