Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth McLeod is an Investment Advisor Representative who has been in the industry since 1986. Elizabeth currently works for Creative Planning, a firm with over $175 Billion in regulatory assets under management. Elizabeth’s specializations include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles. Prior to working at Creative Planning, Elizabeth worked at Paragon Capital Management, LLC. Elizabeth McLeod holds the Series 63, Series 65 and Series 7 licenses. Elizabeth McLeod is registered as an Investment Advisor Representative in Kansas and Texas.
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.
1
2
KS
02/06/2019 - Present
Creative Planning (OVERLAND PARK KS)
NA
05/21/1986 - 08/24/1987
PRESCOTT, BALL & TURBEN, INC.
IA
Issued 06/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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