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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Simone O'Hern is an investment advisor representative associated with Creative Planning. Jacqueline has a long and varied background in financial services, with experience at UBS Financial Services Inc., LPL Financial LLC, and Lockton Financial Advisors, LLC. Jacqueline is a CERTIFIED FINANCIAL PLANNER™ professional, and holds both the Series 65 and Series 63 licenses. Jacqueline is also licensed in Nebraska and Texas. Jacqueline has a proven track record of helping her clients achieve their financial goals. Creative Planning is a firm that provides a variety of financial planning and investment management services to individuals, families, businesses, and institutions. Creative Planning has offices in Overland Park, Kansas and Omaha, Nebraska.
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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NE
02/07/2019 - Present
Creative Planning (Omaha NE)
MO
05/25/2016 - 09/01/2017
LOCKTON FINANCIAL ADVISORS, LLC (KANSAS CITY MO)
KS
01/08/2015 - 05/25/2016
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
09/09/2014 - 11/14/2014
UBS FINANCIAL SERVICES INC. (LEAWOOD KS)
IA
Issued 02/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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