Unclaimed
Michael Howard is a financial advisor with Creative Planning, LLC. He has been in the financial services industry since 1985. He has a Series 7, Series 24, and Series 63 license. Michael is a Certified Financial Planner™ and has been recognized as a top advisor. He is a dedicated financial advisor, helping clients reach their goals. Michael works with a variety of clients, including individuals, families, businesses, and charitable organizations.
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.
1
2
KS
01/13/2022 - Present
Creative Planning (OVERLAND PARK KS)
NA
11/19/1989 - 12/31/1994
ROYAL ALLIANCE ASSOCIATES, INC.
NA
12/15/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/19/1985 - 01/11/1988
OGILVIE & TAYLOR SECURITIES CORPORATION
NA
07/24/1985 - 09/30/1985
FSC SECURITIES CORPORATION
BC
Issued 02/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1987
Series 24 - General Securities Principal Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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