Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Kuhn is a financial advisor at Creative Planning. Troy has over 18 years of experience in the financial services industry and holds the Series 66, Series 3, Series 7, and Series 30 licenses. Troy is also a Certified Financial Planner. Troy has worked at several firms over the years, including Gradient Securities, LLC, Steben & Company, Inc., SEI Investments Distribution Co., PNC Investments and WFP Securities. Troy specializes in providing financial advice to individuals, families, and businesses.
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
02/12/2019 - Present
Creative Planning (OVERLAND PARK KS)
KS
07/27/2015 - 11/08/2017
GRADIENT SECURITIES, LLC (Overland Park KS)
MD
02/14/2008 - 04/25/2014
STEBEN & COMPANY, INC. (GAITHERSBURG MD)
PA
08/11/2006 - 02/12/2008
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
DE
02/08/2006 - 07/11/2006
PNC INVESTMENTS (WILMINGTON DE)
CA
05/28/2003 - 01/03/2006
WFP SECURITIES (SAN DIEGO CA)
BOTH
Issued 06/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2010
Series 30 - NFA Branch Manager Examination
BC
Issued 11/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2008
Series 3 - National Commodity Futures Examination
BC
Issued 05/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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