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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 Kang is a financial advisor with Creative Planning. John has been in the industry since 1998 and is registered with the state of New York as an Investment Advisor Representative. John has experience with a wide range of financial planning services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. John is committed to providing sound financial advice to help clients achieve 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.
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2
KS
02/07/2019 - Present
Creative Planning (OVERLAND PARK KS)
NY
09/24/2003 - 01/31/2014
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NJ
11/10/1998 - 09/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 11/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/23/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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