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
Danny Ward (CRD# 458669) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 24 years of experience in the finance industry.
Joseph Wehrly (CRD# 6685613) 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.
Lauren White (CRD# 6585759) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 5 years of experience in the finance industry.
Ronald Williamson (CRD# 4502051) 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.
Curtis Wilson (CRD# 1517272) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 26 years of experience in the finance industry.
Dennis Wilt (CRD# 732921) is an Investment Advisor Representative working at Creativeone Wealth, LLC in La Center, WA and has over 39 years of experience in the finance industry.
Janis Winnett (CRD# 1825185) 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.
Jeffrey Winter (CRD# 3259009) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 24 years of experience in the finance industry.
James Witt (CRD# 1698832) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Germantown, TN and has over 24 years of experience in the finance industry.
James Zifer (CRD# 2884061) 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.