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
Clifford Hodson (CRD# 6672749) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Mckinney, TX and has over 7 years of experience in the finance industry.
Sara Hornick (CRD# 6018017) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Traverse City, MI and has over 9 years of experience in the finance industry.
Marcus Hudson (CRD# 5531484) 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.
Jeffrey Huff (CRD# 3016618) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Rogers, AR and has over 26 years of experience in the finance industry.
Levi Huncovsky (CRD# 5712001) 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.
Eric Hunsicker (CRD# 5393767) 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.
Scott Hunsicker (CRD# 2669102) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Leawood, KS and has over 28 years of experience in the finance industry.
Jason Hutchins (CRD# 6292837) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Carmel, IN and has over 10 years of experience in the finance industry.
Kenneth Hyman (CRD# 1142754) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Santa Barbara, CA and has over 40 years of experience in the finance industry.
Frank Jaksa Iii (CRD# 4645429) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Shawnee, KS and has over 20 years of experience in the finance industry.