Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawrence? Claim Your ProfileLawrence Wilton Warren is an investment advisor representative with Creative Planning, a firm based in Overland Park, Kansas. Lawrence has been in the industry for over 30 years and has a strong background in financial planning and portfolio management. Lawrence has extensive experience working with individuals, families, and businesses, helping them to reach their financial goals. Lawrence is a skilled advisor who is committed to providing his clients with personalized service and sound financial advice. Lawrence is also a licensed tax preparer, and he can help his clients with a variety of tax-related matters.
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
ND
03/28/2022 - Present
Creative Planning (Bismarck ND)
ND
10/10/1994 - 11/09/2018
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (BISMARCK ND)
MN
12/08/1993 - 10/14/1994
AMERICAN INVESTORS GROUP, INC. (MINNETONKA MN)
MN
06/26/1987 - 12/14/1993
OFFERMAN & COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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