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 1 - 10 of 167 top financial advisors.
1
David M. Afraimi
CRD#: 5844646
6330 Sprint Pkwy, Suite 400, Overland Park, KS 66211

David Afraimi (CRD# 5844646) 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.

2
Timothy T. Alfieri
CRD#: 6736071
3180 Racquet Club Dr., Unit A, Traverse City, MI 49684

Timothy Alfieri (CRD# 6736071) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Traverse City, MI and has over 6 years of experience in the finance industry.

3
Bradley C. Barclay
CRD#: 4043843
2150 South Main Street, Suite 106, Salt Lake City, UT 84115

Bradley Barclay (CRD# 4043843) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Salt Lake City, UT and has over 23 years of experience in the finance industry.

4
Kevin P. Bard
CRD#: 2355759
6330 Sprint Pkwy, Suite 400, Overland Park, KS 66211

Kevin Bard (CRD# 2355759) 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.

5
Robert L. Barton
CRD#: 6455110
6330 Sprint Pkwy, Suite 400, Overland Park, KS 66211

Robert Barton (CRD# 6455110) 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.

6
Shari L. Bevan
CRD#: 6758990
6330 Sprint Pkwy, Suite 400, Overland Park, KS 66211

Shari Bevan (CRD# 6758990) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has 1 year of experience in the finance industry.

7
Carolyn S. Bishop
CRD#: 1628197
300 E. Esplanade Drive, 9th Floor, Oxnard, CA 93036

Carolyn Bishop (CRD# 1628197) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Oxnard, CA and has over 33 years of experience in the finance industry.

8
Lorraine G. Bishop
CRD#: 4307527
6330 Sprint Pkwy, Suite 400, Overland Park, KS 66211

Lorraine Bishop (CRD# 4307527) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 23 years of experience in the finance industry.

9
Randall A. Bishop
CRD#: 828717
Pasadena, CA

Randall Bishop (CRD# 828717) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Pasadena, CA and has over 18 years of experience in the finance industry.

10
Christopher J. Bowman
CRD#: 2187173
7014 E Camelback Rd Suite B100a, Scottsdale, AZ 85251

Christopher Bowman (CRD# 2187173) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry.

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