Unclaimed
Lynn Oeding is an investment advisor representative at Creative Planning. Lynn is registered with the state of California. Lynn has been in the industry since 2004 and has previous experience working with Phat Films, Inc. Lynn has specialized knowledge in investment management for individuals, pension consulting, portfolio management for businesses, financial planning, and portfolio management for pooled investment vehicles. Lynn has listed a business interest in Face Haus, LLC which is a beauty salon in Los Angeles, CA.
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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KS
04/26/2021 - Present
Creative Planning (OVERLAND PARK KS)
Active
Inactive
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