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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Healy is an investment advisor representative with Creative Planning, a registered investment advisor firm based in Overland Park, KS. Roger specializes in financial planning, pension consulting, and portfolio management. Roger Healy has been in the investment industry for over 10 years and holds the Series 65 license. Roger is also a Certified Financial Planner. Roger has previous experience with Hibernian Financial Planning, LLC, Global Family Advisers, LLC, Capital One, NA, New York University, and Creative Planning, Inc.
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
08/29/2023 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 09/14/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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