Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Daniel Rodd is a Certified Financial Planner™ professional with experience in the financial services industry. Isaac works as an Investment Advisor Representative at Creative Planning, a firm that manages over $175 billion in assets. Isaac specializes in a variety of areas including retirement planning, education planning, estate planning, insurance planning, and tax planning. Isaac works with a variety of clients including individuals, families, businesses, and charitable organizations. Isaac has a strong track record of providing excellent client service and helping clients achieve their financial goals.
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
02/12/2019 - Present
Creative Planning (OVERLAND PARK KS)
Active
Inactive
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