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Amy Beth (kwasny) Sharpe

CREATIVE PLANNING ADVISOR SERVICES, LLC·LEAWOOD, Kansas
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3400 COLLEGE BLVD, LEAWOOD, KS 66211CRD# 3168400Firm CRD# 174474
01

About

Amy Beth (kwasny) Sharpe is a registered financial advisor based in LEAWOOD, Kansas, affiliated with CREATIVE PLANNING ADVISOR SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CREATIVE PLANNING ADVISOR SERVICES, LLC
CREATIVE PLANNING ADVISOR SERVICES, LLC
AUM
—
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CREATIVE PLANNING ADVISOR SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: FEE SHARING WITH INDEPENDENT INVESTMENT ADVISOR FIRMS
Regulatory
SEC/IARD CRD# 3168400
Firm CRD# 174474
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy Beth (kwasny) Sharpe offer?
Amy Beth (kwasny) Sharpe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are Amy Beth (kwasny) Sharpe's credentials?
Amy Beth (kwasny) Sharpe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Beth (kwasny) Sharpe located?
Amy Beth (kwasny) Sharpe is based in LEAWOOD, Kansas, working with CREATIVE PLANNING ADVISOR SERVICES, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Amy Beth (kwasny) Sharpe charge for services?
Amy Beth (kwasny) Sharpe's firm is compensated through percentage of aum, other: fee sharing with independent investment advisor firms. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CREATIVE PLANNING ADVISOR SERVICES, LLC?
CREATIVE PLANNING ADVISOR SERVICES, LLC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
OVERLAND PARK (478)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
OVERLAND PARK GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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