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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Trentham is a financial advisor with Creative Planning. Stephanie has been in the financial industry since 2009 and has a wealth of experience in financial planning, portfolio management, and investment advisory. Stephanie is committed to helping her clients achieve their financial goals and is passionate about helping them build a secure future. Stephanie is a Certified Financial Planner and holds Series 6, 7, and 66 licenses. Stephanie has worked at several firms including Dominion Investor Services, Inc., Curian Clearing, LLC, Ameriprise Financial Services, Inc., and National Planning Corporation. Stephanie is currently registered with the state of Virginia to provide Investment Advisor services.
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.
1
2
KS
01/14/2019 - Present
Creative Planning (OVERLAND PARK KS)
FL
05/12/2016 - 12/31/2016
DOMINION INVESTOR SERVICES, INC. (Fort Lauderdale FL)
TN
08/13/2012 - 06/04/2014
CURIAN CLEARING, LLC (FRANKLIN TN)
WA
06/18/2010 - 09/15/2011
AMERIPRISE FINANCIAL SERVICES, INC. (RENTON WA)
CO
04/03/2009 - 06/04/2009
NATIONAL PLANNING CORPORATION (DENVER CO)
BOTH
Issued 02/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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