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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Holmes is a financial advisor with Creative Planning. Colin has been in the financial services industry since 2013. Colin works with a range of clients including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Colin is also a Certified Financial Planner. Prior to joining Creative Planning, Colin worked at MML Investors Services, LLC and WestPoint Financial Group.
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
07/20/2023 - Present
Creative Planning (OVERLAND PARK KS)
IN
05/30/2013 - 06/08/2022
MML INVESTORS SERVICES, LLC (Indianapolis IN)
IA
Issued 02/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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