Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Raetz is a financial professional with over 35 years of experience in the industry. Gary currently works at Creativeone Securities, LLC in Overland Park, Kansas. Gary also has extensive experience in the insurance industry, having been an independent insurance agent since 1977. Gary has served as a Financial Advisor at Sunset Financial Services, Inc. in Overland Park and at New England Securities, also in Overland Park. Gary is a Certified Financial Planner and a Chartered Financial Consultant.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
KS
01/29/2016 - Present
Creativeone Securities, LLC (Overland Park KS)
KS
05/21/2010 - 12/10/2012
SUNSET FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
04/16/1997 - 02/26/2010
NEW ENGLAND SECURITIES (OVERLAND PARK KS)
NE
05/29/1996 - 04/02/1997
SMITH HAYES FINANCIAL SERVICES CORPORATION (LINCOLN NE)
NA
03/03/1988 - 08/12/1994
G. R. PHELPS & CO., INC.
NA
11/19/1981 - 11/23/1987
PRINCOR FINANCIAL SERVICES CORPORATION
BC
Issued 03/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/17/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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