Michael Konzen, financial advisor Spring TX

Michael Konzen

CRD Number: 4977894
Current Firm: Creative Planning

Michael Konzen (CRD# 4977894) is an Investment Advisor Representative working at Creative Planning in Spring, TX and has over 18 years of experience in the finance industry. Michael Konzen 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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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Creative Planning Overland Park, KS Oct 2015 - Current 8
American Century Investment Services Inc. Kansas City, MO Oct 2008 - Oct 2015 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Michael A. Konzen
Phone Number: (866) 909-5148
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    155,328
    MILLIONS
  • Total Number of Accounts
    222,474
    ACCOUNTS
  • Average Account Value
    $698,186
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
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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