Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Elaine Birchett is a financial advisor with Creative Planning, based in Overland Park, Kansas. Jennifer has been in the financial industry since July 2014 and is licensed to advise in Georgia. Jennifer holds the Certified Financial Planner (CFP) and Personal Financial Specialist (PFS) designations. Jennifer is also a Registered Representative with Creative Planning. Jennifer provides financial planning, pension consulting, and portfolio management services to individuals, families, businesses, and retirement plans.
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
10/30/2020 - Present
Creative Planning (OVERLAND PARK KS)
Active
Inactive
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