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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Friedman is a financial advisor with Creative Planning, an independent investment advisory firm headquartered in Overland Park, Kansas. Jennifer is licensed to provide investment advisory services in Illinois and has been in the financial services industry since 2011. Jennifer has a strong understanding of the financial needs of high net worth individuals, families, and businesses, with a focus on providing comprehensive financial planning, investment management, and retirement planning services. Prior to joining Creative Planning, Jennifer worked at Mesirow Financial, Inc. in Chicago, Illinois and Principal Securities, Inc. in Downers Grove, Illinois.
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
10/04/2023 - Present
Creative Planning (OVERLAND PARK KS)
IL
07/15/2020 - 09/29/2023
MESIROW FINANCIAL, INC. (CHICAGO IL)
IL
12/17/2014 - 09/05/2018
PRINCIPAL SECURITIES, INC. (DOWNERS GROVE IL)
IA
10/26/2011 - 04/02/2014
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 12/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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