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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher M Beesley is a financial advisor with Creative Planning. Christopher has been in the industry for over 12 years and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Christopher has a strong understanding of the financial markets and a commitment to providing personalized financial advice to help clients achieve their goals. He is also a Certified Financial Planner. Christopher's prior experience includes working for LPL Financial and Zions Direct.
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
03/31/2020 - Present
Creative Planning (OVERLAND PARK KS)
UT
02/20/2015 - 05/02/2017
LPL FINANCIAL LLC (PROVO UT)
UT
11/12/2014 - 02/20/2015
ZIONS DIRECT, INC. (PROVO UT)
UT
03/13/2006 - 04/07/2008
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 01/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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