Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Cummings is a financial advisor with Creative Planning, a firm that manages over $175 billion in assets for clients. Joseph has been a registered investment advisor for over 15 years, and has experience working with individuals, families, businesses, and retirement plans. Joseph holds the Series 6, Series 7, Series 63, and Series 65 licenses, as well as the SIE designation. Joseph is also a Certified Financial Planner. Joseph is committed to providing personalized 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.
1
2
KS
08/30/2023 - Present
Creative Planning (OVERLAND PARK KS)
KS
09/14/2012 - 04/04/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (OVERLAND PARK KS)
KS
07/27/2010 - 08/14/2012
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
MO
01/09/2009 - 12/31/2010
CHASE INVESTMENT SERVICES CORP. (KANSAS CITY MO)
MO
01/31/2006 - 11/20/2008
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (KANSAS CITY MO)
MO
02/08/2005 - 12/13/2005
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
11/18/2004 - 12/13/2005
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MA
12/19/2003 - 07/23/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/19/2003 - 07/23/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Joseph Cummings is the right advisor for you? Invested Better is here to help.
