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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Aaron Yohon is a financial advisor with Commonwealth Financial Network, based in Overland Park, KS. Curtis has been working in the financial services industry since September 1996. He has worked for WADDELL & REED, INC. and Commonwealth Financial Network in various roles. Curtis holds several licenses and certifications including Series 6, 7, 63 and 65. He is also a Certified Financial Planner. Curtis focuses on financial planning for individuals, businesses, and charitable organizations. His clients are primarily high-net-worth individuals, corporations, and pension and profit sharing plans. Curtis provides a variety of services including financial planning, portfolio management, and insurance sales.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
02/02/2001 - Present
Commonwealth Financial Network (Overland Park KS)
KS
09/16/1996 - 03/07/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 01/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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