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
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
Erik Bowman (CRD# 5902070) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 12 years of experience in the finance industry.
Brian Brechler (CRD# 4728254) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 20 years of experience in the finance industry.
Aaron Brown (CRD# 4864142) 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.
Berton Brown (CRD# 4554466) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Juno Beach, FL and has over 17 years of experience in the finance industry.
Wayne Brunt (CRD# 2338336) 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.
Marcy Burton (CRD# 1052897) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 41 years of experience in the finance industry.
Ricardo Cabrera (CRD# 5632596) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Las Vegas, NV and has over 14 years of experience in the finance industry.
Opes Advisors was founded specifically to integrate wealth management, real estate and real estate financing expertise.
As a Certified Financial Planner, I provide real-time, holistic analysis of your financial decisions. I help you define your financial goals and provide a diversified investment strategy to help you reach your goals.
I'm looking to build relationships with individuals who need a well-defined plan and a team to help them not only implement their plan, but also make any necessary adjustments over time
Jared Cales (CRD# 6869396) 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.
Cassandra Camerer (CRD# 6464239) 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.