Beth Falkenstein, financial advisor Leawood KS
93 score

Beth Falkenstein

CRD Number: 1971837
Current Firm: Creative Planning

Beth Falkenstein (CRD# 1971837) is an Investment Advisor Representative working at Creative Planning in Leawood, KS and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Creative Planning Covington, LA Jun 2016 - Current < 1
Park Avenue Securities Metairie, LA Nov 2015 - Apr 2016 < 1
Guardian Life Ins Metairie, LA Mar 2014 - Apr 2016 2
Fisher Investments Camas, WA May 2014 - Jul 2015 1
Acclaim Practive Management Covington, LA Nov 2013 - May 2014 < 1
C J Ladner Insurance Agency Covington, LA Sep 2013 - Nov 2013 < 1
State Farm Vp Management Corp Covington, LA Mar 2013 - Nov 2013 < 1
State Farm Insurance Covington, LA Jun 2013 - Sep 2013 < 1
Cj Ladner Insurance Agency Inc. Covington, LA Jan 2013 - Jun 2013 < 1
Park Avenue Securities Metairie, LA Aug 2009 - Mar 2013 3
Guardian Life Insurance Company Of America Metairie, LA May 2009 - Jan 2013 3
Omni Bank Metairie, LA Sep 2006 - Aug 2009 2
Linsco Private Ledger Chalmette, LA Jul 2002 - Aug 2009 7
Gulf Coast Bank & Trust Company Chalmette, LA Nov 2000 - Sep 2006 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
S63 Uniform Securities State Law Examination Feb 1995
Contact Info for Beth B. Falkenstein
Phone Number: 913-338-2727
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    18,577
    MILLIONS
  • Total Number of Accounts
    53,389
    ACCOUNTS
  • Average Account Value
    $347,963
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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