Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sonja? Claim Your ProfileSonja Cashion is a financial advisor at Creative Planning. Sonja has been in the financial industry since 2007. Sonja is licensed in Kansas and has a Series 7, Series 63 and SIE license. Sonja holds the designation of Certified Financial Planner. Sonja has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Sonja also has experience in portfolio management, financial planning, and pension consulting. Previous to joining Creative Planning, Sonja was employed by Cambridge Investment Research, Inc.
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
04/18/2017 - Present
Creative Planning (OVERLAND PARK KS)
KS
10/24/2007 - 05/18/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
BC
Issued 09/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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