Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Frank Jandera is a financial advisor with Creativeone Wealth, LLC in Overland Park, KS. Matthew has been in the financial industry for over 10 years and has a broad range of experience, including investments, insurance, and financial planning. Matthew holds the Series 6, 22, 63, and 65 licenses. Matthew is dedicated to providing personalized financial advice to help clients achieve their financial goals. Matthew also works with The Guardian Group in Hanover, KS as a Producer, assisting clients with their life insurance and annuity needs.
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
10/02/2024 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
CO
03/05/2013 - 05/30/2013
CHESTNUT EXPLORATION PARTNERS, INC. (DENVER CO)
CA
05/27/2005 - 12/31/2005
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IA
Issued 03/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2013
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/26/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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