Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristie? Claim Your ProfileKristie Dawn Cahill is a financial advisor based in Overland Park, KS. Kristie has been in the financial industry for over 20 years. Kristie is a Certified Financial Planner™ and has a Series 7, Series 31, and Series 66 license. Kristie is currently registered with Creativeone Wealth, LLC, and has worked with Morgan Stanley Smith Barney, Ameriprise Financial Services, Inc., IDS Life Insurance Company, State Farm VP Management Corp., and Morgan Stanley DW Inc.. Kristie specializes in providing financial planning, portfolio management for individuals, and portfolio management for investment companies. Kristie is also a sub-advisor for several clients and offers other advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
KS
01/07/2019 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
CA
01/27/2011 - 09/13/2011
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
CA
06/10/2004 - 12/10/2010
AMERIPRISE FINANCIAL SERVICES, INC. (FRESNO CA)
MN
06/10/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IL
03/05/2004 - 04/08/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
10/09/2001 - 08/18/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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