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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Alexander Jambor is an investment advisor representative associated with Creative Planning. Isaac Jambor has been in the industry for less than 10 years, beginning in August 2021. Isaac Jambor has a Series 65 license and is currently registered in Kansas. Isaac Jambor is affiliated with the Creative Planning branch office in Overland Park, Kansas. Creative Planning specializes in providing financial planning services, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles.
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
01/20/2023 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 01/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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