Andrell Adams, financial advisor Overland Park KS

Andrell Adams

CRD Number: 6480563
Current Firm: Creative Planning

Andrell Adams (CRD# 6480563) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 3 years of experience in the finance industry. Andrell Adams 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.

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Professional Designations
Company Name Location Dates Years
Creative Planning Overland Park, KS Feb 2019 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Oct 2017 - Feb 2019 1
Morgan Stanley Kansas City, MO Jun 2017 - Feb 2019 1
University Of Missouri Columbia, MO Aug 2013 - May 2017 3
Edward Jones Washington, DC Jun 2016 - Aug 2016 < 1
Edward Jones Columbia, MO Jun 2015 - Aug 2015 < 1
Bank Of America Columbia, MO Jun 2014 - Jun 2015 1
Commerce Bank Columbia, MO Dec 2013 - Jun 2014 < 1
Ihop Memphis, TN Jun 2012 - Aug 2013 1
Abercrombie & Fitch Memphis, TN May 2012 - Jun 2012 < 1
Baskin-robbins Bartlett, TN Jun 2010 - Jun 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2017
Contact Info for Andrell V. Adams
Phone Number: (866) 909-5148
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    55,526
    MILLIONS
  • Total Number of Accounts
    124,847
    ACCOUNTS
  • Average Account Value
    $444,756
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
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, WY

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