Unclaimed
Judd Eberhart is a financial advisor registered with Creative Planning in Overland Park, Kansas and licensed in Ohio. Judd has been working in the financial services industry since January 2013 and has been with Creative Planning since January 2019. Judd holds the Certified Financial Planner designation. Judd has a strong focus on working with individuals, businesses, charities, pooled investment vehicles, and pension and profit-sharing plans. Judd's experience and expertise can help you achieve your 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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KS
01/22/2019 - Present
Creative Planning (OVERLAND PARK KS)
Active
Inactive
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