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).
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Total Assets Under Management3,430MILLION
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Total Number of Accounts21,910ACCOUNTS
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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
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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
Brent Ford (CRD# 6454553) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Chippewa Falls, WI and has over 9 years of experience in the finance industry.
Jonathan Frances (CRD# 5826715) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 13 years of experience in the finance industry.
Daryl Fuchs (CRD# 5481386) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Loveland, CO and has over 16 years of experience in the finance industry.
Nicholas Fuller (CRD# 5535237) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 14 years of experience in the finance industry.
Joseph Gagnon (CRD# 4857998) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Santa Barbara, CA and has over 19 years of experience in the finance industry.
Matthew Gallagher (CRD# 5307692) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 17 years of experience in the finance industry.
Francis Gargano (CRD# 2250170) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 31 years of experience in the finance industry.
Nate Geist (CRD# 5823146) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 13 years of experience in the finance industry.
Christine Gibson (CRD# 1627208) is an Investment Advisor Representative working at Creativeone Wealth, LLC in San Francisco, CA and has over 34 years of experience in the finance industry.
Marco Ginefra (CRD# 6525859) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 9 years of experience in the finance industry.