Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mathew? Claim Your ProfileMathew Emmert is an investment advisor representative with Creative Planning, based in Overland Park, KS. Mathew also has an investment advisor representative registration in South Carolina and Texas. Mathew has been in the industry since 1996 and has experience with a variety of firms. Mathew holds a Series 65 and a Series 52 license.
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
01/12/2022 - Present
Creative Planning (OVERLAND PARK KS)
MI
05/13/1996 - 06/11/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 07/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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