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Jennifer F
Series 63, Series 65
Ankeny, IA
Creative Planning
Jennifer Friedman is a financial advisor at Creative Planning with 12 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Mesirow Financial, Usi, and Principal Life Insurance. Outside of her advisory role, she manages a residential leasing activity unrelated to investment business. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through more than 1,100 advisors.
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