linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Heather Ann Tweedlie

Creative Planning

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Heather? Claim Your Profile

About Heather Ann Tweedlie

Heather Ann Tweedlie is a financial advisor with Creative Planning, based in McLean, VA. Heather has been in the industry since 2021. Heather has a Series 7, Series 63 and SIE license. She is also a Certified Financial Planner. Heather specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Previous experience includes working with Royal Alliance Associates. Heather is registered to provide investment advice in District of Columbia, Maryland, and Virginia.

Firm Information

Heather Tweedlie is currently registered with Creative Planning. Creative Planning is an Overland Park, KS-based firm that provides financial planning, pension consulting, and educational seminars. The firm manages over $175 billion in assets for individuals, businesses, and institutions, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Creative Planning also offers portfolio management services for individuals, businesses, and pooled investment vehicles. The firm has over 879 investment adviser representatives and 1210 total investment advisory personnel.
Creative Planning

5454 W. 110TH STREET

OVERLAND PARK, KS 66211

$175.27B

Assets Under Management

6

Total Clients

832

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Heather Tweedlie’s Registration & Firm History

KS

12/03/2024 - Present

Creative Planning (OVERLAND PARK KS)

VA

11/24/2021 - 07/26/2022

ROYAL ALLIANCE ASSOCIATES, INC. (MCLEAN VA)

Not sure if Heather Ann Tweedlie is right for you?

Licenses & Designations

BC

Issued 02/16/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/24/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Heather Ann Tweedlie.
Not sure if Heather Ann Tweedlie is right for you?