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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Stanfield is a financial advisor with Creative Planning in Overland Park, KS. Scott Stanfield has been in the industry since 2001 and has experience with VSR Financial Services, Inc., Morgan Stanley & Co., Incorporated and Private Client Services, LLC. Scott Stanfield is a CERTIFIED FINANCIAL PLANNER™ professional. Scott Stanfield specializes in working with individuals, businesses, charitable organizations, pension plans, and pooled investment vehicles. Scott Stanfield's firm, Creative Planning, is an investment advisory firm with assets under management between $1 billion and $10 billion.
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
02/11/2019 - Present
Creative Planning (OVERLAND PARK KS)
KS
07/29/2016 - 05/31/2017
PRIVATE CLIENT SERVICES, LLC (Leawood KS)
KS
04/01/2003 - 05/16/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
NY
05/15/2001 - 03/14/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 03/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 05/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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