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
Kelly Carter (CRD# 2199445) is an Investment Advisor Representative working at ChangePath, LLC in Carlsbad, CA and has over 28 years of experience in the finance industry.
Brendon Christy (CRD# 4542708) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 21 years of experience in the finance industry.
Zachary Cockroft (CRD# 6897300) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 6 years of experience in the finance industry.
Andrew Congleton (CRD# 5575829) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 15 years of experience in the finance industry.
Amber Cooper (CRD# 6096820) 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.
Matthew Corman (CRD# 6832518) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 6 years of experience in the finance industry.
Chad Cosens (CRD# 6035230) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Fort Scott, KS and has over 12 years of experience in the finance industry.
David Cox (CRD# 5518178) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 16 years of experience in the finance industry.
Lucas Cox (CRD# 6619850) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 8 years of experience in the finance industry.
Brent Crawford (CRD# 2929620) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Ruston, LA and has over 21 years of experience in the finance industry.