Kollin Pletcher
Licensed Security Representative
Honest, energetic and compassionate, Kollin takes a vested interest in getting to know his clients so he can create comprehensive strategies to accumulate assets for their retirements.
Retirement planning is Kollin’s focus, always committed to meeting his clients’ needs and putting them first. He makes it a priority to ensure his clients are adequately prepared for retirement. His drive come from the desire to help people, a common theme among colleagues at the firm.
In his five-plus tenure in the industry, Kollin has realized it’s the relationships he shares with his clients that keep him coming to work every day, coupled with his drive to help others. Kollin holds his Series 6 and 63 securities licenses and is also licensed for life insurance and annuities and believes to be successful, one can never stop learning.
Outside of the office, Kollin enjoys sports, spending time with his family and continuing his quest for knowledge.
Investment Advisory services offered through duly registered individuals through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth, LLC and Comprehensive Financial Solutions are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 20941 - 2021/4/14