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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Myers is a financial advisor with Creative Planning, a firm that has a strong focus on financial planning, pension consulting and portfolio management services for individuals, businesses and pooled investment vehicles. Robert has over 20 years of experience in the financial services industry. Robert has been registered with the state of Kansas since 2018 and with the state of Texas since 2023.
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
08/29/2023 - Present
Creative Planning (OVERLAND PARK KS)
MO
06/19/1996 - 10/20/2017
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
10/15/1998 - 12/31/2012
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
BOTH
Issued 11/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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