Norbert Vonnegut, financial advisor Overland Park KS

Norbert Vonnegut

CRD Number: 1620167
Current Firm: Creativeone Wealth, LLC

Norbert Vonnegut (CRD# 1620167) 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.

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Company Name Location Dates Years
Creativeone Wealth, LLC Leawood, KS Oct 2020 - Current 3
Second Opinion Wealth Management Narragansett, RI Nov 2017 - Current 6
Norb Vonnegut, LLC Narragansett, RI Feb 2009 - Current 15
Partnervest Advisory Services, LLC Santa Barbara, CA Jan 2018 - Oct 2020 2
Fiduciary Wealth Partners Boston, MA Apr 2017 - Sep 2017 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
S65 NASAA Investment Advisors Law Examination Dec 2017
Contact Info for Norbert J. Vonnegut
Phone Number: (888) 798-2360
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    2,880
    MILLIONS
  • Total Number of Accounts
    19,806
    ACCOUNTS
  • Average Account Value
    $145,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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