Unclaimed
Claire Marie Nonemaker is a financial advisor currently associated with Creative Planning. Claire is based in Overland Park, Kansas and has been in the industry for at least five years. Claire has a Series 65 license and holds the Certified Financial Planner designation. Claire has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Claire's areas of expertise include financial planning, investment management, and retirement planning. Claire specializes in advising individuals, families, trusts, high-net-worth individuals, retirement plans, corporations, and charitable organizations.
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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KS
11/11/2021 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 11/11/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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