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
Kelly Carter (CRD# 2199445) is an Investment Advisor Representative working at ChangePath, LLC in Carlsbad, CA and has over 28 years of experience in the finance industry.
Brendon Christy (CRD# 4542708) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 21 years of experience in the finance industry.
Zachary Cockroft (CRD# 6897300) 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.
Andrew Congleton (CRD# 5575829) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 15 years of experience in the finance industry.
Amber Cooper (CRD# 6096820) 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.
Matthew Corman (CRD# 6832518) 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.
Chad Cosens (CRD# 6035230) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Fort Scott, KS and has over 12 years of experience in the finance industry.
David Cox (CRD# 5518178) 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.
Lucas Cox (CRD# 6619850) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 8 years of experience in the finance industry.
Brent Crawford (CRD# 2929620) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Ruston, LA and has over 20 years of experience in the finance industry.