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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 Persell is an investment advisor representative with Creative Planning based in Overland Park, Kansas. Michael has been in the financial services industry since 2008 and has a wealth of experience in providing financial planning, investment management, and other advisory services to individuals, families, and businesses. Michael is a Certified Financial Planner and holds several licenses and certifications, including Series 6, Series 7, Series 24, Series 26, and Series 63. Michael has a strong commitment to providing personalized financial advice and helping clients achieve their financial goals.
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
04/01/2020 - Present
Creative Planning (Overland Park KS)
KS
06/26/2019 - 09/24/2019
COMMUNITYAMERICA FINANCIAL SOLUTIONS, LLC (Overland Park KS)
KS
10/08/2009 - 07/08/2019
AMERICAN CENTURY INVESTMENT SERVICES INC. (LEAWOOD KS)
MO
08/06/2008 - 09/30/2009
STATE FARM VP MANAGEMENT CORP. (PARKVILLE MO)
BC
Issued 11/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/19/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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