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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrell? Claim Your ProfileDarrell William Quam is an investment advisor representative with Creative Planning, registered with the state of Colorado. Darrell has been in the securities industry since March 21, 1997, with previous experience at Forum Financial Services, Inc., TCF Securities, Inc. and Lockton Investment Securities, LLC. Darrell holds licenses for Series 6, Series 63, Series 65 and SIE exams. Darrell has specialized in financial planning, pension consulting and portfolio management for individuals, businesses, and pooled investment vehicles. Darrell's current firm, Creative Planning is headquartered in Overland Park, Kansas.
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
CO
12/20/2021 - Present
Creative Planning (Denver CO)
CO
12/15/2015 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (DENVER CO)
ME
03/21/1997 - 11/20/1997
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
MN
01/26/1996 - 06/07/1996
TCF SECURITIES, INC. (MINNEAPOLIS MN)
BC
Issued 01/06/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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