Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Reding is an investment advisor representative at Creative Planning, LLC. James has been working in the financial services industry since 1996 and has a strong background in estate planning and tax law. James is also the owner/managing member of The Reding Law Firm, LLC and Estate Administration Services, LLC. James is committed to providing his clients with personalized financial advice and investment management services to help them reach 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.
1
2
KS
01/13/2022 - Present
Creative Planning (OVERLAND PARK KS)
MO
05/23/2005 - 12/31/2006
CUTTER & COMPANY, INC. (CHESTERFIELD MO)
TX
03/22/2001 - 05/17/2005
THE (WILSON) WILLIAMS FINANCIAL GROUP (DALLAS TX)
CA
10/03/2000 - 03/28/2001
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CO
04/23/1999 - 10/25/2000
D.E. FREY & COMPANY, INC. (DENVER CO)
MO
12/12/1996 - 04/28/1999
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
TX
10/01/1996 - 12/12/1996
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure James Reding is the right advisor for you? Invested Better is here to help.
