linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Corey Don Holliman

Creative Planning

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Corey? Claim Your Profile

About Corey Don Holliman

Corey Don Holliman is a financial advisor with Creative Planning based in Overland Park, Kansas. Corey has been a registered investment advisor since 2009 and holds both Series 63 and 65 licenses, as well as the Series 7. Corey is a Certified Financial Planner. Corey specializes in financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Corey Holliman is currently registered with Creative Planning. Creative Planning is an Overland Park, KS-based firm that provides financial planning, pension consulting, and educational seminars. The firm manages over $175 billion in assets for individuals, businesses, and institutions, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Creative Planning also offers portfolio management services for individuals, businesses, and pooled investment vehicles. The firm has over 879 investment adviser representatives and 1210 total investment advisory personnel.
Creative Planning

5454 W. 110TH STREET

OVERLAND PARK, KS 66211

$175.27B

Assets Under Management

6

Total Clients

832

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Corey Holliman’s Registration & Firm History

KS

07/22/2019 - Present

Creative Planning (OVERLAND PARK KS)

KS

01/07/2013 - 07/03/2014

AXA ADVISORS, LLC (OVERLAND PARK KS)

Not sure if Corey Don Holliman is right for you?

Licenses & Designations

BC

Issued 01/12/2013

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/30/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Corey Don Holliman.
Not sure if Corey Don Holliman is right for you?