Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Avery Aldrich is a financial advisor who has been working in the industry since 2010. Dylan is currently registered with Creative Planning in Overland Park, Kansas. Dylan is also registered as an Investment Advisor Representative (IAR) in Kansas. Prior to joining Creative Planning, Dylan was with American Century Investment Services Inc. in Kansas City, Missouri, and AXA Advisors, LLC in Overland Park, Kansas. Dylan holds the Series 7, Series 66 and SIE securities licenses. Dylan has a broad range of experience and is able to provide financial advice to individuals, businesses and institutions. Dylan is also able to offer financial planning services, investment management, and portfolio management for businesses and individuals.
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
01/02/2018 - Present
Creative Planning (Overland Park KS)
MO
09/29/2011 - 05/04/2015
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
KS
07/30/2010 - 08/04/2011
AXA ADVISORS, LLC (OVERLAND PARK KS)
IA
Issued 12/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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