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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Santana is a financial advisor with Creative Planning, a firm headquartered in Overland Park, Kansas. Nicholas has been with Creative Planning since 2015 and has a background in the financial services industry dating back to 2014. Nicholas is a Certified Financial Planner and a Chartered Financial Analyst and holds Series 65 registration. Nicholas provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Nicholas is registered with the state of Florida and Texas.
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
02/11/2019 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 03/02/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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