Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Goltermann is an Investment Advisor Representative at Creative Planning. Gregory is licensed in Missouri. Gregory has 14 years of experience in the financial industry. Gregory has passed the Uniform Investment Adviser Law Examination (Series 65). Gregory holds the Certified Financial Planner designation. Gregory also works as a Business Consultant, Accounting Consultant, and provides tax planning and business development consulting services for CP Strategic Advisors.
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
03/09/2022 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 08/14/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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