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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Hatton is a financial advisor with Creative Planning. Timothy has been a financial advisor since 1988 and holds the Series 3, Series 7, Series 63 and Series 65 licenses. Timothy has worked with Creative Planning since 2022 and prior to that was with Dean Witter Reynolds Inc. and Hatton Consulting, Inc. Timothy is a Certified Financial Planner. Timothy specializes in providing 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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2
KS
01/13/2022 - Present
Creative Planning (OVERLAND PARK KS)
NY
07/19/1988 - 04/11/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1989
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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