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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shari? Claim Your ProfileShari Mount is a financial advisor with Creative Planning, a firm based in Overland Park, Kansas. Shari has been working in the financial industry for over 28 years. She has a broad range of experience in providing investment advice to individuals, families, businesses, and institutions. Shari is committed to providing personalized financial advice to help her clients 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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2
KS
07/17/2024 - Present
Creative Planning (OVERLAND PARK KS)
CO
12/20/2023 - 06/28/2024
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
MO
01/16/1995 - 03/03/2022
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
05/13/2011 - 10/19/2012
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
BOTH
Issued 07/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/30/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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