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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Yates is a financial advisor with Creative Planning, a firm that has over $175 billion in assets under management. Michelle is a Certified Financial Planner™ and holds Series 6 and 65 licenses. She has been in the financial industry for over 9 years and has experience working with individuals, families, businesses, and retirement plans. Michelle has a strong focus on financial planning, portfolio management, and wealth management. She is passionate about helping her 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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KS
04/28/2023 - Present
Creative Planning (OVERLAND PARK KS)
TX
11/29/2016 - 02/17/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
IA
Issued 10/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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