Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie? Claim Your ProfileKatie Compton Stephenson is an investment advisor representative at Creative Planning, a firm that has more than $175 billion in regulatory assets under management. Katie has been in the industry since 2012 and has a strong background in financial planning, portfolio management, and investment advisory services. Katie holds Series 7, 65, and 66 securities licenses. She is also a Certified Financial Planner. Katie has a track record of providing comprehensive financial advice to a variety of clients, including high-net-worth individuals, families, and businesses. Previously, Katie worked at Duncan-Williams, Inc. in Memphis, Tennessee. Katie has a passion for helping individuals and families 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
08/29/2023 - Present
Creative Planning (OVERLAND PARK KS)
TN
09/25/2012 - 11/27/2013
DUNCAN-WILLIAMS, INC. (MEMPHIS (SHELBY) TN)
IA
Issued 02/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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