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Ryan Seifert is an investment advisor representative at Creative Planning, a firm headquartered in Overland Park, Kansas. Ryan is registered to provide investment advice in Colorado and has a Series 65 license. Ryan has over 10 years of experience in the financial services industry and specializes in providing financial planning and investment management services to a wide range of clients, including individuals, families, and businesses. Prior to joining Creative Planning, Ryan worked at various firms including WIPFLI Financial Advisors, BP, SVA PLUMB, RMS TRADING. Ryan is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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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CO
10/04/2022 - Present
Creative Planning (Englewood CO)
IA
Issued 05/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2011
Series 3 - National Commodity Futures Examination
Active
Inactive
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