Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack William Thomas is an Investment Advisor Representative with Creative Planning in Overland Park, Kansas. Jack is registered with the state of Arizona, Texas, and Wisconsin. Jack has been in the financial services industry for over 10 years and has a Series 65 license. Jack is also a Certified Financial Planner. Jack has experience working with individuals, businesses, and charitable organizations. Jack is passionate about 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
10/02/2020 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 07/15/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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