Creativeone Wealth, LLC

Creativeone Wealth, LLC (CRD# 281213) is a financial advisory firm headquartered in Overland Park, KS. They manage $2,879,545,390 in 19,806 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,880
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Creativeone Wealth, LLC
Showing 21 - 30 of 167 top financial advisors.
21
Brendon M. Christy
CRD#: 4542708
6330 Sprint Pkwy, Suite 400, Overland Park, KS 66211

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.

22
Zachary D. Cockroft
CRD#: 6897300
6330 Sprint Pkwy, Suite 400, Overland Park, KS 66211

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.

23
Andrew P. Congleton
CRD#: 5575829
7400 W 130th Street, Suite 130b, Overland Park, KS 66213

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.

24
Amber A. Cooper
CRD#: 6096820
6330 Sprint Pkwy, Suite 400, Overland Park, KS 66211

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.

25
Matthew E. Corman
CRD#: 6832518
6330 Sprint Pkwy, Suite 400, Overland Park, KS 66211

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.

26
Chad L. Cosens
CRD#: 6035230
Fort Scott, KS

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.

27
David G. Cox
CRD#: 5518178
6330 Sprint Pkwy, Suite 400, Overland Park, KS 66211

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.

28
Lucas J. Cox
CRD#: 6619850
6330 Sprint Pkwy, Suite 400, Overland Park, KS 66211

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.

29
Brent W. Crawford
CRD#: 2929620
1831 North Trenton Street, Suite 1, Ruston, LA 71270

Brent Crawford (CRD# 2929620) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Ruston, LA and has over 20 years of experience in the finance industry.

30
Daniel K. Cronin
CRD#: 6883364
74 Kihapai St, Kailua, HI 96734

Daniel Cronin (CRD# 6883364) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Kailua, HI and has over 5 years of experience in the finance industry.

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