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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Brummel is a financial advisor with Creative Planning, a firm located in Overland Park, KS. Zachary has been a financial advisor since 2006 and has a broad range of experience working with clients in a variety of capacities. Zachary is a registered investment advisor in Kansas and has held previous roles at Waddell & Reed and VSR Financial Services, Inc. Zachary is a highly qualified professional with a strong commitment to providing excellent service to his clients.
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
10/26/2017 - Present
Creative Planning (OVERLAND PARK KS)
KS
06/15/2011 - 10/23/2017
WADDELL & REED (OVERLAND PARK KS)
KS
03/21/2006 - 05/26/2011
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
BOTH
Issued 03/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2013
Series 4 - Registered Options Principal Examination
BC
Issued 07/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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