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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sierra? Claim Your ProfileSierra Jessie Schlesner is an Investment Advisor Representative at Creative Planning. Sierra is registered with the state of Wisconsin and holds a Series 65 license. Sierra is a Certified Financial Planner and has experience in providing financial advice to individuals and businesses. Sierra has been in the industry since 2019. Prior to joining Creative Planning, Sierra worked at WIPFLI Financial Advisors in Milwaukee, Wisconsin. Sierra also worked at the University of Wisconsin-Whitewater and Fort Atkinson High School.
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 09/21/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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