Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Metz is a financial advisor at Creative Planning, a firm based in Overland Park, KS. Mark has been in the financial industry since June 2020. Mark has a Series 7TO and SIE license and a Series 66 license. Mark also holds the designation of Certified Financial Planner. Mark has worked for several firms in the past, including Vanguard Marketing Corporation. Currently, Mark is registered with the state of Illinois. Mark has experience working with individuals, high-net-worth individuals, corporations, and pension plans. Mark specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles and Pension Consulting.
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
03/13/2023 - Present
Creative Planning (OVERLAND PARK KS)
PA
07/23/2021 - 02/14/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 08/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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