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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Johnson is a financial advisor with Creative Planning, a firm headquartered in Overland Park, Kansas. Sally has been in the financial services industry since 2014 and is registered with the state of Arizona. Sally is a licensed Series 6 and Series 63 representative. Sally provides financial planning, portfolio management for individuals and businesses, and other services for a wide range of clients, including individuals, families, and small businesses.
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
02/07/2022 - Present
Creative Planning (OVERLAND PARK KS)
AZ
12/01/2018 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (Scottsdale AZ)
BC
Issued 02/08/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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