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Joseph Michael Cortese

Creative Planning

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About Joseph Michael Cortese

Joseph Cortese is an investment advisor representative with Creative Planning. Joseph has over 15 years of experience in the financial services industry. Joseph holds Series 7, Series 63 and Series 65 licenses. Joseph also holds the SIE exam. Joseph specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Joseph has a background in real estate and previously worked at Quasar Distributors, LLC and Charles Schwab & Co., Inc.

Firm Information

Joseph Cortese is currently registered with Creative Planning. Creative Planning is an Overland Park, KS-based firm that provides financial planning, pension consulting, and educational seminars. The firm manages over $175 billion in assets for individuals, businesses, and institutions, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Creative Planning also offers portfolio management services for individuals, businesses, and pooled investment vehicles. The firm has over 879 investment adviser representatives and 1210 total investment advisory personnel.
Creative Planning

5454 W. 110TH STREET

OVERLAND PARK, KS 66211

$175.27B

Assets Under Management

6

Total Clients

832

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Cortese’s Registration & Firm History

CT

08/30/2023 - Present

Creative Planning (Westport CT)

ME

03/10/2014 - 11/10/2016

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

NY

04/19/2006 - 03/05/2014

CHARLES SCHWAB & CO., INC. (NEW YORK CITY NY)

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Licenses & Designations

IA

Issued 07/03/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/01/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Michael Cortese.
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