linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin M Copley

Creative Planning

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin M Copley

Kevin M. Copley is a financial advisor at Creative Planning. Kevin has been in the financial industry for over 16 years and holds Series 7, Series 63, Series 66, and Series 24 licenses. Kevin is also a Certified Financial Planner.

Firm Information

Kevin Copley 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Copley’s Registration & Firm History

KS

02/07/2019 - Present

Creative Planning (OVERLAND PARK KS)

OH

05/20/2013 - 03/13/2014

J.P. MORGAN SECURITIES LLC (LOVELAND OH)

TN

09/29/2006 - 05/28/2013

TD AMERITRADE, INC. (BRENTWOOD TN)

OH

07/08/2005 - 10/04/2006

FIDELITY BROKERAGE SERVICES LLC (BLUE ASH OH)

Not sure if Kevin M Copley is right for you?

Licenses & Designations

BOTH

Issued 10/13/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/2011

Series 24 - General Securities Principal Examination

BC

Issued 07/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin M Copley.
Not sure if Kevin M Copley is right for you?