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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebekah? Claim Your ProfileRebekah Michelle Stever is a financial advisor at Creative Planning, a firm with a focus on providing personalized financial planning and investment management services. Rebekah has a broad range of experience in the financial services industry, having previously worked at American Century Investment Services Inc. Her expertise spans various aspects of financial planning, including retirement planning, college savings, and investment management. Rebekah is dedicated to helping clients achieve their financial goals and is committed to providing a high level of personalized service. She holds Series 7, Series 63, and Series 65 licenses, along with the SIE exam.
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
08/16/2023 - Present
Creative Planning (OVERLAND PARK KS)
MO
01/25/2016 - 12/03/2019
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 10/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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