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
Kimberly Malesky (CRD# 5255382) 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.
Theodore Meyer (CRD# 5989303) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry.
Cecilia Miles (CRD# 852684) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Palm Desert, CA and has over 43 years of experience in the finance industry.
Nicholas Millard (CRD# 1562559) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 37 years of experience in the finance industry.
Tyler Moore (CRD# 6068282) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Olathe, KS and has over 11 years of experience in the finance industry.
Jerry Morgan (CRD# 1016207) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Gold Canyon, AZ and has over 29 years of experience in the finance industry.
Frank Oliver (CRD# 6285198) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Longmont, CO and has over 5 years of experience in the finance industry.
Donald Orban (CRD# 6903714) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 6 years of experience in the finance industry.
Abraham Perez (CRD# 6222558) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Bellevue, WA and has over 7 years of experience in the finance industry.
Marty Pfannenstiel (CRD# 6729848) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 6 years of experience in the finance industry.