Creativeone Wealth, LLC
Creativeone Wealth, LLC (CRD# 281213) is a financial advisory firm headquartered in Overland Park, KS. They manage $3,430,274,685 in 21,910 accounts and serve the financial needs of clients across 51 states (or territories).
-
Total Assets Under Management3,430MILLION
-
Total Number of Accounts21,910ACCOUNTS
-
Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
![](/img/ws/firm-ria-sec-logo.png)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
David Afraimi (CRD# 5844646) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 11 years of experience in the finance industry.
Timothy Alfieri (CRD# 6736071) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Traverse City, MI and has over 7 years of experience in the finance industry.
Bradley Barclay (CRD# 4043843) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Salt Lake City, UT and has over 24 years of experience in the finance industry.
Kevin Bard (CRD# 2355759) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 30 years of experience in the finance industry.
Robert Barton (CRD# 6455110) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 7 years of experience in the finance industry.
Shari Bevan (CRD# 6758990) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has 1 year of experience in the finance industry.
Carolyn Bishop (CRD# 1628197) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Oxnard, CA and has over 34 years of experience in the finance industry.
Lorraine Bishop (CRD# 4307527) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 23 years of experience in the finance industry.
Randall Bishop (CRD# 828717) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Pasadena, CA and has over 18 years of experience in the finance industry.
Christopher Bowman (CRD# 2187173) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 19 years of experience in the finance industry.