Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Parker is a financial advisor with Creative Planning, a firm headquartered in Overland Park, Kansas. Nicholas has been in the financial industry since 2008 and has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Nicholas specializes in providing financial planning, portfolio management, and other services to help clients achieve their financial goals. Nicholas has a strong track record of success and is committed to providing personalized and comprehensive financial advice.
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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WI
07/10/2023 - Present
Creative Planning (Madison WI)
FL
05/08/2008 - 06/24/2022
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 12/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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