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).
-
Total Assets Under Management3,430MILLION
-
Total Number of Accounts21,910ACCOUNTS
-
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
Michael Miller (CRD# 6258653) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 2 years of experience in the finance industry.
Austin Muller (CRD# 7214864) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Santa Barbara, CA and has over 3 years of experience in the finance industry.
Ralph Nicosia (CRD# 5884145) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Woodland Park, CO and has 1 year of experience in the finance industry.
Nick Nunu (CRD# 7500548) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Lakewood, CO and has over 2 years of experience in the finance industry.
Jack O'brien (CRD# 6804668) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 4 years of experience in the finance industry.
Jamie Plemons (CRD# 4594276) is an Investment Advisor Representative working at Creativeone Wealth, LLC in San Diego, CA and has over 21 years of experience in the finance industry.
Dylan Rauh (CRD# 7126325) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Lakewood, CO and has 1 year of experience in the finance industry.
Maxwell Ross (CRD# 7068801) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 4 years of experience in the finance industry.
Brandon Rudd (CRD# 4933553) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 19 years of experience in the finance industry.
Evie Schaller (CRD# 7445768) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Chippewa Falls, WI and has over 2 years of experience in the finance industry.