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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Von buelow is a financial advisor with Creative Planning. Jan has been in the industry since 2011. Prior to joining Creative Planning, Jan worked at Fidelity Brokerage Services LLC and Morgan Stanley Smith Barney. Jan is registered with the state of Florida and Texas. Jan is a Certified Financial Planner. In addition to Jan's financial advisor role, Jan also owns a rental property in Miami, FL.
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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2
KS
12/02/2021 - Present
Creative Planning (OVERLAND PARK KS)
FL
02/10/2015 - 09/07/2016
FIDELITY BROKERAGE SERVICES LLC (CORAL GABLES FL)
IL
07/28/2011 - 06/20/2014
FIDELITY BROKERAGE SERVICES LLC (NAPERVILLE IL)
FL
02/08/2011 - 07/01/2011
MORGAN STANLEY SMITH BARNEY (AVENTURA FL)
IA
Issued 12/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/08/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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