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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Konzen is an investment advisor representative with Creative Planning. Michael has been working in the financial industry for over 15 years and has experience with a variety of firms including American Century Investment Services Inc. and First Command Financial Planning, Inc. Michael is a Certified Financial Planner and holds the Series 66, Series 7 and SIE securities licenses. Michael is registered with the state of Texas.
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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TX
08/15/2016 - Present
Creative Planning (SPRING TX)
MO
10/23/2008 - 10/20/2015
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
06/09/2009 - 12/31/2012
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
03/03/2008 - 10/08/2008
FIRST COMMAND FINANCIAL PLANNING, INC. (KANSAS CITY MO)
UT
01/16/2007 - 01/03/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
CA
09/08/2005 - 01/16/2007
FIDELITY BROKERAGE SERVICES LLC (SACRAMENTO CA)
BOTH
Issued 12/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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