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).
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Total Assets Under Management3,430MILLION
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Total Number of Accounts21,910ACCOUNTS
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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
Lewis Sisich (CRD# 425467) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 39 years of experience in the finance industry.
Lance Sparks (CRD# 6763980) 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.
Gary Strom (CRD# 700947) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Santa Barbara, CA and has over 27 years of experience in the finance industry.
Alan Suiter (CRD# 1217290) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Springfield, MO and has over 40 years of experience in the finance industry.
Todd Talbot (CRD# 4197828) 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.
Allen Trimble (CRD# 2121752) is an Investment Advisor Representative working at Creativeone Wealth, LLC in San Antonio, TX and has over 33 years of experience in the finance industry.
Christen Tschudin (CRD# 5148565) 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.
Clayton Turner (CRD# 5072692) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 18 years of experience in the finance industry.
Oscar Vega (CRD# 2741444) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Miami, FL and has over 27 years of experience in the finance industry.
Norbert Vonnegut (CRD# 1620167) 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.