Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collin? Claim Your ProfileCollin Matthew Brown is a financial advisor at Creative Planning, a firm with over 900 advisors and $175 billion in assets under management. Collin is a Certified Financial Planner and holds the Series 65 license. Collin specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Collin has worked with clients in the financial services industry since June 2021. Collin has been registered with the state of Minnesota since October 2022.
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
10/07/2022 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 08/31/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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