Sarah Werner, financial advisor Overland Park KS

Sarah Werner

CRD Number: 5649764
Current Firm: Creativeone Wealth, LLC

Sarah Werner (CRD# 5649764) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Changepath, LLC Leawood, KS Dec 2021 - Current < 1
L & L Advisors Salina, KS Nov 2021 - Current < 1
Kansas State University Salina, KS Jun 2017 - Oct 2021 4
Mitchell Technical Institute Mitchell, SD Jul 2014 - Jun 2017 2
South Dakota State University Brookings, SD Aug 2013 - May 2014 < 1
Augustana University Sioux Falls, SD Aug 2012 - Aug 2013 1
Mitchell High School & Soccer Association Mitchell, SD Mar 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Sarah Werner
Phone Number: (888) 798-2360
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    3,241
    MILLIONS
  • Total Number of Accounts
    17,874
    ACCOUNTS
  • Average Account Value
    $181,348
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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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