Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rivkin is a financial advisor with over 10 years of experience in the financial services industry. David is currently affiliated with Creative Planning, LLC, an investment advisory firm located in Overland Park, KS. David's previous experience includes roles at Goldman Sachs & Co. LLC, Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David holds the Series 66, SIE, and Series 7 licenses. David specializes in financial planning and portfolio management for individuals, businesses, and pooled investment vehicles.
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
11/03/2023 - Present
Creative Planning (OVERLAND PARK KS)
CO
07/06/2022 - 11/22/2023
MERCER ALLIED COMPANY, L.P. (GREENWOOD VILLAGE CO)
CO
08/04/2021 - 11/22/2023
GOLDMAN SACHS & CO. LLC (Greenwood Village CO)
CO
11/04/2016 - 07/08/2021
MORGAN STANLEY (GREENWOOD VILLAGE CO)
MD
01/11/2016 - 10/21/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 02/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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