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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Marie Katlin is an investment advisor representative at Creative Planning, LLC, a firm with over $175 billion in assets under management. Kristi has a strong background in financial services, having previously worked at Lockton Investment Securities, LLC and Lockton Financial Advisors, LLC. Kristi holds the Series 63, 65, 6TO and SIE licenses and is registered with the state of Kansas. Kristi has experience providing financial planning, portfolio management, and other advisory services to individuals, businesses, and trusts. She has a passion for helping 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.
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2
KS
07/27/2022 - Present
Creative Planning (Overland Park KS)
MO
12/12/2020 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (KANSAS CITY MO)
BC
Issued 02/17/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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