Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Patrick Spidle is an Investment Advisor Representative associated with Creative Planning, a firm that manages more than $175 billion in assets. Stephen has been in the industry since 2013 and holds the Series 66, Series 7 and SIE licenses. Stephen has a strong track record of providing financial advice to individuals, businesses and institutions. His areas of specialization include retirement planning, investment management, and estate planning. Stephen is committed to helping his clients achieve their financial goals and build a secure future.
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
08/05/2022 - Present
Creative Planning (OVERLAND PARK KS)
CO
05/23/2020 - 06/29/2021
CHARLES SCHWAB & CO., INC. (Colorado Springs CO)
CO
12/15/2016 - 05/23/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
KS
03/04/2013 - 10/05/2015
EDWARD JONES (MANHATTAN KS)
BOTH
Issued 03/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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