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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 Ryan Duckett is an investment advisor representative at Creative Planning. Michael has been in the financial services industry for 16 years. Michael is registered with the state of District of Columbia, Maryland, Texas, and Virginia. Creative Planning is an independent registered investment advisor based in Overland Park, Kansas. The firm manages over $175 billion in assets for individual and institutional clients. Creative Planning offers a wide range of financial planning and investment management services.
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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2
KS
07/25/2022 - Present
Creative Planning (OVERLAND PARK KS)
DC
12/21/2016 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (WASHINGTON DC)
MD
08/16/2012 - 12/12/2016
KESTRA INVESTMENT SERVICES, LLC (COLUMBIA MD)
MD
12/08/2008 - 01/23/2012
PRINCOR FINANCIAL SERVICES CORPORATION (BETHESDA MD)
MD
09/28/2006 - 11/03/2008
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MD
06/05/2006 - 09/13/2006
H. BECK, INC. (MILLERSVILLE MD)
IA
Issued 08/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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