Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Gerard Tripp is a Registered Investment Advisor (RIA) working with Creative Planning in Overland Park, KS. Cole has 7 years of experience in the financial services industry. Cole is a Series 6, Series 65, and SIE licensed advisor. Cole has a strong background in financial planning and portfolio management. Cole specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Cole provides a variety of advisory services, including financial planning, portfolio management, and pension consulting. Cole is committed to providing personalized financial advice to help clients achieve their financial goals. Cole has previously worked with Waddell & Reed in Overland Park, KS.
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
01/07/2019 - Present
Creative Planning (Overland Park KS)
KS
02/16/2017 - 07/26/2018
WADDELL & REED (OVERLAND PARK KS)
IA
Issued 01/07/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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