Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Meade is an investment advisor representative and financial planner based in Overland Park, Kansas. Shawn works at Creative Planning, a large firm based in Overland Park, Kansas. Shawn has been registered with the state of Georgia as an investment advisor representative since October 2022. Shawn has also been registered with the state of Texas as an investment advisor representative since September 2023. Previously, Shawn was an investment advisor representative at PURSHE KAPLAN STERLING INVESTMENTS and TRIAD ADVISORS, INC. Shawn has passed the Uniform Combined State Law Examination, the General Securities Principal Examination and the General Securities Representative Examination. Shawn is also a Certified Financial Planner. Shawn has experience in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for pooled investment vehicles.
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)
GA
07/07/2005 - 04/03/2006
PURSHE KAPLAN STERLING INVESTMENTS (ALPHARETTA GA)
GA
02/18/2002 - 07/07/2005
TRIAD ADVISORS, INC. (ATLANTA GA)
BOTH
Issued 06/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 02/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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