Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Severson Collins is an investment advisor representative at Creative Planning in Overland Park, Kansas. Max joined the firm in January of 2023. Max specializes in providing financial planning services for individuals, families, and businesses. Max has a background in financial services, having worked in various roles at several companies before joining Creative Planning. Max earned a Series 65 license after passing the Uniform Investment Adviser Law Examination.
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
02/06/2023 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 02/04/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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