Unclaimed
Connor Reynolds Stremel is a financial advisor at Creative Planning, a firm with over $175 billion in regulatory assets under management. Connor has been in the financial services industry since 2017 and holds the Series 7, Series 66, and SIE licenses. Connor is a CERTIFIED FINANCIAL PLANNER™ professional. Connor has experience working with individuals, families, and businesses to develop and implement financial plans. Connor has also worked with pension and profit-sharing plans. Connor is registered with the state of Kansas and Texas.
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
08/28/2023 - Present
Creative Planning (OVERLAND PARK KS)
KS
10/29/2018 - 12/22/2022
COMMONWEALTH FINANCIAL NETWORK (OVERLAND PARK KS)
KS
08/16/2017 - 09/21/2018
HIGHTOWER SECURITIES, LLC (Mission Woods KS)
BOTH
Issued 09/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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