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
Brent Ford (CRD# 6454553) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 9 years of experience in the finance industry.
Jonathan Frances (CRD# 5826715) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Palm Beach Gardens, FL and has over 13 years of experience in the finance industry.
Daryl Fuchs (CRD# 5481386) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 16 years of experience in the finance industry.
Nicholas Fuller (CRD# 5535237) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 14 years of experience in the finance industry.
Joseph Gagnon (CRD# 4857998) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Santa Barbara, CA and has over 19 years of experience in the finance industry.
Matthew Gallagher (CRD# 5307692) 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.
Nate Geist (CRD# 5823146) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 13 years of experience in the finance industry.
Christine Gibson (CRD# 1627208) is an Investment Advisor Representative working at Creativeone Wealth, LLC in San Francisco, CA and has over 34 years of experience in the finance industry.
Marco Ginefra (CRD# 6525859) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 9 years of experience in the finance industry.
Daniel Gould (CRD# 2131294) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 31 years of experience in the finance industry.