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73 Top Rated
Financial Advisors in Kansas

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael Searcy

Searcy Financial Services, Inc.
AIFA® CFP® ChFC®
Michael Searcy, a financial fiduciary has been a Paladin Registry member since 2004. Michael is the owner of Searcy Financial Services, Inc.. Michael holds the Accredited Investment Fiduciary Analyst , Certified Financial Planner , Chartered Financial Consultant certifications and has over 44 years of experience. Michael provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

James Claiborne

Financial Partners Group, LLC
CFC® CFS®
James Claiborne, a financial fiduciary has been a Paladin Registry member since 2007. James is the owner of Financial Partners Group, LLC. James holds the Certified Financial Consultant , Certified Fund Specialist certifications and has over 25 years of experience. James provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Raginn Fusaro

Financial Engines Advisors
Financial Engines Advisors, a financial fiduciary has been a Paladin Registry member since 2014. certifications and has over 25 years of experience. Chris provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ryan Costello

The Retirement Planning Group Inc
CFP®
Ryan Costello, a financial fiduciary has been a Paladin Registry member since 2017. Ryan is the owner of The Retirement Planning Group Inc. Ryan holds the Certified Financial Planner certifications and has over 17 years of experience. Ryan provides financial services to clients in the Overland Park, Kansas area.
Badge1_firm

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Marc Wilborn

Wilborn Advisors
Wilborn Advisors, a financial fiduciary has been a Paladin Registry member since 2019. certifications. Firm provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Marc Wilborn

Wilborn Advisors
Marc Wilborn, a financial fiduciary has been a Paladin Registry member since 2019. certifications and has over 26 years of experience. Marc provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Peggy Bruce

Wilborn Advisors
Peggy Bruce, a financial fiduciary has been a Paladin Registry member since 2019. certifications. Peggy provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Christopher Stakley

Steffes Financial, Ltd.
AIF® CFP®
Christopher Stakley, a financial fiduciary has been a Paladin Registry member since 2019. Christopher holds the Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 9 years of experience. Christopher provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Gerald Steffes

Steffes Financial, Ltd.
AIF® CFP® CPA PFS
Gerald Steffes, a financial fiduciary has been a Paladin Registry member since 2019. Gerald is the owner of Steffes Financial, Ltd. . Gerald holds the Accredited Investment Fiduciary , Certified Financial Planner , Certified Public Accountant , Personal Financial Specialist certifications and has over 22 years of experience. Gerald provides financial services to clients in the Overland Park, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Creative Planning

Creative Planning
Creative Planning, a financial fiduciary has been a Paladin Registry member since 2020. certifications and has over 37 years of experience. Creative provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Adam Hoopes

Creative Planning
CFP®
Adam Hoopes, a financial fiduciary has been a Paladin Registry member since 2020. Adam holds the Certified Financial Planner certifications. He has over 2 years of experience with Creative Planning firm. Adam provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Aidan Hamaker

Creative Planning
CFP®
Aidan Hamaker, a financial fiduciary has been a Paladin Registry member since 2020. Aidan holds the Certified Financial Planner certifications. He has over 3 years of experience with Creative Planning firm. Aidan provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Amanda Burge

Creative Planning
CFP®
Amanda Burge, a financial fiduciary has been a Paladin Registry member since 2020. Amanda holds the Certified Financial Planner certifications. He has over 2 years of experience with Creative Planning firm. Amanda provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Andrew Horsman

Creative Planning
CFP®
Andrew Horsman, a financial fiduciary has been a Paladin Registry member since 2020. Andrew holds the Certified Financial Planner certifications. He has over 7 years of experience with Creative Planning firm. Andrew provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Andrew Prignitz

Creative Planning
CFP® CRPC®
Andrew Prignitz, a financial fiduciary has been a Paladin Registry member since 2020. Andrew holds the Certified Financial Planner , Chartered Retirement Planning Counselor certifications. He has over 4 years of experience with Creative Planning firm. Andrew provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Andrew Shearer

Creative Planning
CFP®
Andrew Shearer, a financial fiduciary has been a Paladin Registry member since 2020. Andrew holds the Certified Financial Planner certifications. He has over 7 years of experience with Creative Planning firm. Andrew provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Andy Gryszowka

Creative Planning
CFP®
Andy Gryszowka, a financial fiduciary has been a Paladin Registry member since 2020. Andy holds the Certified Financial Planner certifications. He has over 1 years of experience with Creative Planning firm. Andy provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Bing Chen

Creative Planning
CFA® CFP®
Bing Chen, a financial fiduciary has been a Paladin Registry member since 2020. Bing holds the Chartered Financial Analyst , Certified Financial Planner certifications. He has over 1 years of experience with Creative Planning firm. Bing provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Blake Steele

Creative Planning
Blake Steele, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 3 years of experience with Creative Planning firm. Blake provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Bob Harris

Creative Planning
CFP® JD
Bob Harris, a financial fiduciary has been a Paladin Registry member since 2020. Bob holds the Certified Financial Planner , Juris Doctor certifications. He has over 1 years of experience with Creative Planning firm. Bob provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Bob McCarthy

Creative Planning
CFP® CPA
Bob McCarthy, a financial fiduciary has been a Paladin Registry member since 2020. Bob holds the Certified Financial Planner , Certified Public Accountant certifications. He has over 10 years of experience with Creative Planning firm. Bob provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Brad Blessen

Creative Planning
MBA
Brad Blessen, a financial fiduciary has been a Paladin Registry member since 2020. Brad holds the Master Business Administration certifications. He has over 6 years of experience with Creative Planning firm. Brad provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Brenna Saunders

Creative Planning
CFP® MBA
Brenna Saunders, a financial fiduciary has been a Paladin Registry member since 2020. Brenna holds the Certified Financial Planner , Master Business Administration certifications. He has over 12 years of experience with Creative Planning firm. Brenna provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Brett Broyles

Creative Planning
MBA CFP®
Brett Broyles, a financial fiduciary has been a Paladin Registry member since 2020. Brett holds the Master Business Administration , Certified Financial Planner certifications. He has over 8 years of experience with Creative Planning firm. Brett provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Carolyn Frager

Creative Planning
CFP®
Carolyn Frager, a financial fiduciary has been a Paladin Registry member since 2020. Carolyn holds the Certified Financial Planner certifications. He has over 6 years of experience with Creative Planning firm. Carolyn provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Christy Nichols

Creative Planning
MBA
Christy Nichols, a financial fiduciary has been a Paladin Registry member since 2020. Christy holds the Master Business Administration certifications. He has over 1 years of experience with Creative Planning firm. Christy provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Chris Weeks

Creative Planning
CFP®
Chris Weeks, a financial fiduciary has been a Paladin Registry member since 2020. Chris holds the Certified Financial Planner certifications. He has over 4 years of experience with Creative Planning firm. Chris provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Cody Carpenter

Creative Planning
CFP® MBA
Cody Carpenter, a financial fiduciary has been a Paladin Registry member since 2020. Cody holds the Certified Financial Planner , Master Business Administration certifications. He has over 1 years of experience with Creative Planning firm. Cody provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Corey Holliman

Creative Planning
CFP® MBA
Corey Holliman, a financial fiduciary has been a Paladin Registry member since 2020. Corey holds the Certified Financial Planner , Master Business Administration certifications. He has over 6 years of experience with Creative Planning firm. Corey provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Daniel Pontarelli

Creative Planning
CFP®
Daniel Pontarelli, a financial fiduciary has been a Paladin Registry member since 2020. Daniel holds the Certified Financial Planner certifications. He has over 2 years of experience with Creative Planning firm. Daniel provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Dan Mathews

Creative Planning
CFP®
Dan Mathews, a financial fiduciary has been a Paladin Registry member since 2020. Dan holds the Certified Financial Planner certifications. He has over 6 years of experience with Creative Planning firm. Dan provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Elizabeth McLeod

Creative Planning
MBA
Elizabeth McLeod, a financial fiduciary has been a Paladin Registry member since 2020. Elizabeth holds the Master Business Administration certifications. He has over 1 years of experience with Creative Planning firm. Elizabeth provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Eric Jones

Creative Planning
CFP®
Eric Jones, a financial fiduciary has been a Paladin Registry member since 2020. Eric holds the Certified Financial Planner certifications. He has over 3 years of experience with Creative Planning firm. Eric provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Gerhart Kloiber

Creative Planning
CFP® MSFS
Gerhart Kloiber, a financial fiduciary has been a Paladin Registry member since 2020. Gerhart holds the Certified Financial Planner , Masters in Financial Services certifications. He has over 3 years of experience with Creative Planning firm. Gerhart provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Hannah Knoll

Creative Planning
CFP®
Hannah Knoll, a financial fiduciary has been a Paladin Registry member since 2020. Hannah holds the Certified Financial Planner certifications. He has over 6 years of experience with Creative Planning firm. Hannah provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Holly Villasi

Creative Planning
CFP®
Holly Villasi, a financial fiduciary has been a Paladin Registry member since 2020. Holly holds the Certified Financial Planner certifications. He has over 5 years of experience with Creative Planning firm. Holly provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jacki O'Hern

Creative Planning
CFP®
Jacki O'Hern, a financial fiduciary has been a Paladin Registry member since 2020. Jacki holds the Certified Financial Planner certifications. He has over 2 years of experience with Creative Planning firm. Jacki provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Janae Linenberger

Creative Planning
CFP® MBA
Janae Linenberger, a financial fiduciary has been a Paladin Registry member since 2020. Janae holds the Certified Financial Planner , Master Business Administration certifications. He has over 4 years of experience with Creative Planning firm. Janae provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jason Baugh

Creative Planning
CFP®
Jason Baugh, a financial fiduciary has been a Paladin Registry member since 2020. Jason holds the Certified Financial Planner certifications. He has over 1 years of experience with Creative Planning firm. Jason provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jay Beebe

Creative Planning
CFP®
Jay Beebe, a financial fiduciary has been a Paladin Registry member since 2020. Jay holds the Certified Financial Planner certifications. He has over 7 years of experience with Creative Planning firm. Jay provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jerrod Pearce

Creative Planning
CFP® CPA
Jerrod Pearce, a financial fiduciary has been a Paladin Registry member since 2020. Jerrod holds the Certified Financial Planner , Certified Public Accountant certifications. He has over 5 years of experience with Creative Planning firm. Jerrod provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jessica Culpepper

Creative Planning
CFP® CPA MBA
Jessica Culpepper, a financial fiduciary has been a Paladin Registry member since 2020. Jessica holds the Certified Financial Planner , Certified Public Accountant , Master Business Administration certifications. He has over 10 years of experience with Creative Planning firm. Jessica provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Joe Cummings

Creative Planning
AAMS® CFP® CMFC®
Joe Cummings, a financial fiduciary has been a Paladin Registry member since 2020. Joe holds the Accredited Asset Management Specialist , Certified Financial Planner , Chartered Mutual Fund Counselor certifications. He has over 2 years of experience with Creative Planning firm. Joe provides financial services to clients in the Leawood, Kansas area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Josh Cromer

Creative Planning
CFP®
Josh Cromer, a financial fiduciary has been a Paladin Registry member since 2020. Josh holds the Certified Financial Planner certifications. He has over 1 years of experience with Creative Planning firm. Josh provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Joshua Tarr

Creative Planning
Joshua Tarr, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 1 years of experience with Creative Planning firm. Joshua provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Justin Cole

Creative Planning
CFP®
Justin Cole, a financial fiduciary has been a Paladin Registry member since 2020. Justin holds the Certified Financial Planner certifications. He has over 6 years of experience with Creative Planning firm. Justin provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Kaylynn Watts

Creative Planning
CFP®
Kaylynn Watts, a financial fiduciary has been a Paladin Registry member since 2020. Kaylynn holds the Certified Financial Planner certifications. He has over 8 years of experience with Creative Planning firm. Kaylynn provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Kevin Jones

Creative Planning
CFP® MBA
Kevin Jones, a financial fiduciary has been a Paladin Registry member since 2020. Kevin holds the Certified Financial Planner , Master Business Administration certifications. He has over 4 years of experience with Creative Planning firm. Kevin provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Kyle Wright

Creative Planning
AAMS® AIF®
Kyle Wright, a financial fiduciary has been a Paladin Registry member since 2020. Kyle holds the Accredited Asset Management Specialist , Accredited Investment Fiduciary certifications. He has over 2 years of experience with Creative Planning firm. Kyle provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Mark Henke

Creative Planning
CFP®
Mark Henke, a financial fiduciary has been a Paladin Registry member since 2020. Mark holds the Certified Financial Planner certifications. He has over 10 years of experience with Creative Planning firm. Mark provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Mike Harvey

Creative Planning
CFP® MBA
Mike Harvey, a financial fiduciary has been a Paladin Registry member since 2020. Mike holds the Certified Financial Planner , Master Business Administration certifications. He has over 6 years of experience with Creative Planning firm. Mike provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Molly Rothove

Creative Planning
CFP® MBA
Molly Rothove, a financial fiduciary has been a Paladin Registry member since 2020. Molly holds the Certified Financial Planner , Master Business Administration certifications. He has over 17 years of experience with Creative Planning firm. Molly provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Nancy Thomsen

Creative Planning
CFP® MBA
Nancy Thomsen, a financial fiduciary has been a Paladin Registry member since 2020. Nancy holds the Certified Financial Planner , Master Business Administration certifications. He has over 4 years of experience with Creative Planning firm. Nancy provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Rob Myers

Creative Planning
AWMA® CFP® CRPC®
Rob Myers, a financial fiduciary has been a Paladin Registry member since 2020. Rob holds the Accredited Wealth Management Advisor , Certified Financial Planner , Chartered Retirement Planning Counselor certifications. He has over 1 years of experience with Creative Planning firm. Rob provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Ryan Dryer

Creative Planning
Ryan Dryer, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 7 years of experience with Creative Planning firm. Ryan provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Sam Dominguez

Creative Planning
AWMA® CRPC®
Sam Dominguez, a financial fiduciary has been a Paladin Registry member since 2020. Sam holds the Accredited Wealth Management Advisor , Chartered Retirement Planning Counselor certifications. He has over 2 years of experience with Creative Planning firm. Sam provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Sara Krause

Creative Planning
CFP®
Sara Krause, a financial fiduciary has been a Paladin Registry member since 2020. Sara holds the Certified Financial Planner certifications. He has over 4 years of experience with Creative Planning firm. Sara provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Scott Stanfield

Creative Planning
CFP® CWS®
Scott Stanfield, a financial fiduciary has been a Paladin Registry member since 2020. Scott holds the Certified Financial Planner , Certified Wealth Strategist certifications. He has over 3 years of experience with Creative Planning firm. Scott provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tim Sutton

Creative Planning
AAMS® CFP®
Tim Sutton, a financial fiduciary has been a Paladin Registry member since 2020. Tim holds the Accredited Asset Management Specialist , Certified Financial Planner certifications. He has over 9 years of experience with Creative Planning firm. Tim provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Todd Shepherd

Creative Planning
CFP® CPA MBA
Todd Shepherd, a financial fiduciary has been a Paladin Registry member since 2020. Todd holds the Certified Financial Planner , Certified Public Accountant , Master Business Administration certifications. He has over 15 years of experience with Creative Planning firm. Todd provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Travis Knight

Creative Planning
CFP®
Travis Knight, a financial fiduciary has been a Paladin Registry member since 2020. Travis holds the Certified Financial Planner certifications. He has over 1 years of experience with Creative Planning firm. Travis provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Troy Kuhn

Creative Planning
CAIA® CFP® MBA
Troy Kuhn, a financial fiduciary has been a Paladin Registry member since 2020. Troy holds the Chartered Alternative Investment Analyst , Certified Financial Planner , Master Business Administration certifications. He has over 2 years of experience with Creative Planning firm. Troy provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tyler Fortney

Creative Planning
Tyler Fortney, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 2 years of experience with Creative Planning firm. Tyler provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Tyler Stack

Creative Planning
MBA
Tyler Stack, a financial fiduciary has been a Paladin Registry member since 2020. Tyler holds the Master Business Administration certifications. He has over 3 years of experience with Creative Planning firm. Tyler provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

William Falk

Creative Planning
CFP® CRPC® MBA
William Falk, a financial fiduciary has been a Paladin Registry member since 2020. William holds the Certified Financial Planner , Chartered Retirement Planning Counselor , Master Business Administration certifications. He has over 2 years of experience with Creative Planning firm. William provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Zach Lyman

Creative Planning
CFP®
Zach Lyman, a financial fiduciary has been a Paladin Registry member since 2020. Zach holds the Certified Financial Planner certifications. He has over 0.5 years of experience with Creative Planning firm. Zach provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Sam Scott

Creative Planning
CFP®
Sam Scott, a financial fiduciary has been a Paladin Registry member since 2020. Sam holds the Certified Financial Planner certifications. He has over 0.5 years of experience with Creative Planning firm. Sam provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Michael Persell

Creative Planning
CFP®
Michael Persell, a financial fiduciary has been a Paladin Registry member since 2020. Michael holds the Certified Financial Planner certifications. He has over 0.5 years of experience with Creative Planning firm. Michael provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Mercedes Givens

Creative Planning
Mercedes Givens, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 0.5 years of experience with Creative Planning firm. Mercedes provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jennifer Calvi

Creative Planning
CFP®
Jennifer Calvi, a financial fiduciary has been a Paladin Registry member since 2020. Jennifer holds the Certified Financial Planner certifications. He has over 0.5 years of experience with Creative Planning firm. Jennifer provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Dave Scott

Creative Planning
Dave Scott, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 0.5 years of experience with Creative Planning firm. Dave provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

David Walsh

Creative Planning
CFP® JD
David Walsh, a financial fiduciary has been a Paladin Registry member since 2020. David holds the Certified Financial Planner , Juris Doctor certifications. He has over 0.5 years of experience with Creative Planning firm. David provides financial services to clients in the Leawood, Kansas area.
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Daniel Schmitz

Creative Planning
Daniel Schmitz, a financial fiduciary has been a Paladin Registry member since 2020. certifications. He has over 0.5 years of experience with Creative Planning firm. Daniel provides financial services to clients in the Wichita, Kansas area.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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