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
David Afraimi (CRD# 5844646) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 11 years of experience in the finance industry.
Timothy Alfieri (CRD# 6736071) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Traverse City, MI and has over 6 years of experience in the finance industry.
Bradley Barclay (CRD# 4043843) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Salt Lake City, UT and has over 23 years of experience in the finance industry.
Kevin Bard (CRD# 2355759) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 30 years of experience in the finance industry.
Robert Barton (CRD# 6455110) 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.
Shari Bevan (CRD# 6758990) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has 1 year of experience in the finance industry.
Carolyn Bishop (CRD# 1628197) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Oxnard, CA and has over 34 years of experience in the finance industry.
Lorraine Bishop (CRD# 4307527) 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.
Randall Bishop (CRD# 828717) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Pasadena, CA and has over 18 years of experience in the finance industry.
Christopher Bowman (CRD# 2187173) 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.