Su AdamsCRD Number: 6844537
Current Firm: Creative Planning
Su Adams (CRD# 6844537) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 3 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Creative Planning, Inc.||Overland Park, KS||Jan 2021 - Current||1|
|Fisher Investments||Camas, WA||Dec 2013 - Dec 2020||7|
|Levi Strauss & Company||Eugene, OR||Jan 2013 - Nov 2013||< 1|
|Sabai Thai Restaurant||Eugene, OR||Jun 2012 - Dec 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2019|
Total Assets Under Management133,831MILLIONS
Total Number of Accounts165,510ACCOUNTS
Average Account Value$808,595
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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