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
Jason Kehler (CRD# 5736120) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Acworth, GA and has over 14 years of experience in the finance industry.
James Kersey (CRD# 1011760) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Rocklin, CA and has over 29 years of experience in the finance industry.
Ronald Kincaid (CRD# 2719134) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 27 years of experience in the finance industry.
Paul Kitzrow (CRD# 5090466) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Grand Rapids, MI and has over 18 years of experience in the finance industry.
Todd Kross (CRD# 5031750) 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.
Kelly Landry (CRD# 3236663) 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.
Lars Larsen (CRD# 5176881) 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.
Manly Lee (CRD# 1222337) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Birmingham, AL and has over 38 years of experience in the finance industry.
Andrew Levacy (CRD# 4219193) 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.
Paul Lindsay (CRD# 2774604) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Cary, NC and has over 27 years of experience in the finance industry.