Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Czarnecki is a financial advisor with Creative Planning, based in Overland Park, Kansas. Nicholas has over 6 years of experience in the financial services industry, holding various positions with firms such as Park Avenue Securities and AE Wealth Management. Nicholas is a licensed Series 66 and Series 7 registered representative and a Series 63 insurance licensed professional, and has worked as a licensed agent in Kansas. He is dedicated to helping individuals and families achieve their financial goals through a variety of services including financial planning, portfolio management, and retirement planning. Nicholas has a strong understanding of the financial markets and works closely with his clients to develop customized financial plans that meet their unique needs. He is committed to providing exceptional service and building long-lasting relationships with his clients.
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
06/28/2022 - Present
Creative Planning (OVERLAND PARK KS)
KS
03/06/2017 - 07/25/2018
PARK AVENUE SECURITIES LLC (OLATHE KS)
BOTH
Issued 06/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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