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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edgar, a personal financial specialist, is an investment advisor representative with Creative Planning, a firm that has over $100 billion in assets under management. John Edgar has been with Creative Planning since October 2020 and is registered as an investment advisor in Florida. Before joining Creative Planning, John Edgar was with TrueWealth, LLC (FNA Windham Brannon) and Windham Brannon Personal Planning Services, PC, CPA, where he was a financial planner for over 25 years. John Edgar specializes in providing financial planning services to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. He can help you with a variety of financial planning needs, such as retirement planning, college savings, estate planning, and insurance.
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
03/22/2021 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 01/06/1994
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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