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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Friedman is an Investment Advisor Representative with Creative Planning. Richard is based in Overland Park, KS, and holds a Series 65 license. Richard is a licensed Investment Advisor in Illinois and Texas, and is registered with the Securities and Exchange Commission. Richard has experience in the financial services industry since February 1987. Richard is also a partner in Beta lota, LLC, a limited partnership that invests in rental property.
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
01/06/2021 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 01/22/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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