Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scot? Claim Your ProfileScot Peter Roche is a registered Investment Advisor Representative with Creative Planning. Scot has been working in the financial services industry since November 2010. Scot has a Series 65 license and is a Personal Financial Specialist. Scot is currently registered with the states of Illinois, South Carolina, and Texas. Scot is also a Principal with Wipfli Financial Advisors, LLC in Milwaukee, WI, overseeing the wind down of the business.
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
10/05/2022 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 10/22/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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