Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collin? Claim Your ProfileCollin James Sechrist is a financial advisor with Creative Planning. Collin has been in the financial services industry for over three years. Collin is registered to provide investment advisory services in Kansas. Collin is licensed to provide investment advisory services and has a Series 65 license. Collin has been a Brigade Paralegal with the United States Army Reserve since 2015 and has also been a 50% owner of Shot4Shot Bartending, an event bartending business, since 2023.
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
04/16/2022 - Present
Creative Planning (OVERLAND PARK KS)
KS
03/26/2021 - 06/16/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
03/08/2021 - 04/28/2021
WADDELL & REED (OVERLAND PARK KS)
IA
Issued 04/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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