Creativeone Wealth, LLC
Creativeone Wealth, LLC (CRD# 281213) is a financial advisory firm headquartered in Overland Park, KS. They manage $3,241,414,154 in 17,874 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management3,241MILLION
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Total Number of Accounts17,874ACCOUNTS
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Average Account Value$181,348
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
David Afraimi (CRD# 5844646) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 10 years of experience in the finance industry.
Timothy Alfieri (CRD# 6736071) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Traverse City, MI and has over 5 years of experience in the finance industry.
Bradley Barclay (CRD# 4043843) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 22 years of experience in the finance industry.
Kevin Bard (CRD# 2355759) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 29 years of experience in the finance industry.
Robert Barton (CRD# 6455110) 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.
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.
Carolyn Bishop (CRD# 1628197) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 32 years of experience in the finance industry. Carolyn Bishop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lorraine Bishop (CRD# 4307527) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Pasadena, CA and has over 22 years of experience in the finance industry.
Randall Bishop (CRD# 828717) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 17 years of experience in the finance industry.
Christopher Bowman (CRD# 2187173) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry.