Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sabrina? Claim Your ProfileSabrina Saxer is an investment advisor representative with Creative Planning. Sabrina is registered with the state of Kansas. Sabrina has 24 years of experience in the financial services industry. Sabrina obtained her Series 65 license in 2022. Sabrina's current employment is with Creative Planning located in Overland Park, KS. Sabrina's prior employment includes Ivy Investment Management Company, Unemployed, Creative Planning, LLC, and Shell Law & Tax.
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
09/01/2023 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 10/15/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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