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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Alan Lynn is an investment advisor representative with Creative Planning. Eric has been in the industry since September 2012 and is licensed to provide advisory services in Kansas. Eric has successfully passed the Uniform Investment Adviser Law Examination. Creative Planning is a firm based in Overland Park, Kansas. They provide services to individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, state or municipal government entities, pooled investment vehicles and high-net-worth individuals. The firm manages a variety of asset types, including stocks, bonds, mutual funds, and exchange-traded funds. Creative Planning has a strong focus on providing financial planning and wealth management services to their clients. They also offer investment management services, portfolio management, and retirement planning services.
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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KS
04/23/2018 - Present
Creative Planning (Overland Park KS)
IA
Issued 04/23/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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