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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Karen Schieffer is a financial advisor at Creative Planning, a firm with offices in Overland Park, KS and Lakewood Ranch, FL. Julie has been with the firm since January 2021. Julie is a Certified Financial Planner™ professional and has been working in the financial services industry since March 2013. Julie holds a Series 65 license, and is registered as an Investment Advisor Representative in Kansas.
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
01/19/2021 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 01/24/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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