Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Simonson is a financial advisor registered with Creative Planning. John has been in the financial industry for more than 15 years. John provides financial planning, pension consulting, and portfolio management services to individuals, families, and businesses. John holds a Series 7, Series 9, Series 10, and Series 66 licenses. John is also a Certified Financial Planner. John's previous experience includes working for Fidelity Brokerage Services LLC, H&R Block Financial Advisors, Inc., and Ameriprise Financial Services, Inc.
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.
1
2
KS
02/08/2019 - Present
Creative Planning (OVERLAND PARK KS)
NE
03/14/2008 - 07/16/2014
FIDELITY BROKERAGE SERVICES LLC (OMAHA NE)
MO
08/14/2007 - 03/07/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (KANSAS CITY MO)
KS
10/19/2005 - 07/26/2007
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
BOTH
Issued 11/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/16/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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