Kylie HaysCRD Number: 6915291
Current Firm: Creative Financial Designs, Inc.
Kylie Hays (CRD# 6915291) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Lenexa, KS and has over 3 years of experience in the finance industry. Kylie Hays has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Partners Group, Inc.
Cambridge Investment Research Advisors, Inc.
Mariner Wealth Advisors
|Lighthouse Financial Strategies||Lenexa, KS||Jan 2018 - Current||5|
|Sites Medical||Columbia City, IN||Apr 2017 - May 2018||1|
|Unemployed||Lee's Summit, MO||Feb 2017 - Apr 2017||< 1|
|Rose Hulman Institute Of Technology||Terre Haute, IN||Aug 2016 - Feb 2017||< 1|
|Sites Medical||Columbia City, IN||Jun 2016 - Aug 2016||< 1|
|Rose Hulman Institue Of Technology||Terre Haute, IN||Aug 2015 - Jun 2016||< 1|
|Roche Diagnostics||Indianapolis, IN||Jun 2015 - Aug 2015||< 1|
|Rose Hulman Institue Of Technology||Terre Haute, IN||Aug 2013 - Jun 2015||1|
|Lighthouse Financial Strategies||Lenexa, KS||Mar 2012 - Aug 2013||1|
|Raymore-peculiar School||Peculiar, MO||Aug 2008 - May 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management1,917MILLIONS
Total Number of Accounts7,465ACCOUNTS
Average Account Value$256,757
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Market timing services
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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