Jennifer solis3/10/2023 Indyfin makes no representation of what your particular experience with any financial advisor may be, and cannot guarantee the success of any particular investment that may be recommended or implemented by any financial advisor. This Website is designed to serve as an educational tool to assist and inform potential clients of independent and unaffiliated financial advisors, and should not be the sole means by which a prospective client evaluates the suitability of any specific financial advisor. Though Indyfin is a registered investment adviser, this Website is not intended to provide any investment, financial, legal, compliance, tax, or other professional advice, and nothing contained herein should be construed as an offer to sell or the solicitation of an offer to buy any security or other financial product. The sources of third-party content are independent of and unaffiliated with Indyfin. The financial advisor referenced in the above Webpage has not provided any information to us, however, certain financial advisors, unaffiliated with us have created a profile on this Website have supplied their information directly to us. This website, the contents of this page (the “Webpage”), and any additional hyperlinked pages or pop-up windows (collectively, this "Website") have been derived primarily from information by independent third-party sources believed to be reliable including Investment Advisor Public Disclosure website (). The fees billed are most likely to include any Percentage of AUM, Fixed Fees and PRIVATE FUNDS CARRIED INTEREST. Creative PLANNING provides services, such as Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles and), Pension consulting services, Selection of other advisers and Educational seminars/workshops. The fees charged by financial advisory firms depended on the types of services they perform for each client. Creative PLANNING advisor’s have 165,510 clients accounts with over $88,987,667,941 assets under management. Jennifer Solis has successfully gained the Series 66 license allowing them to perform the duties of an Securities Agent & Investment Advisor and work in California and Texas.Ĭreative PLANNING is a financial advisory firm with offices in Burbank, CA. Jennifer Solis has been working for 10 years in roles with increasing responsibilities for Creative PLANNING, Creative PLANNING, Wells Fargo Advisors LLC, Wells Fargo Bank NA and Tdameritrade INC. Jennifer Solis is on the team of advisors at Creative PLANNING in Burbank, CA.
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