CREATIVEONE WEALTH, LLC

6330 Sprint Pkwy
Suite 400
Overland Park, Kansas 66211
Tel: 913-402-7897

About CREATIVEONE WEALTH, LLC

CREATIVEONE WEALTH, LLC, formally registered with the SEC as CREATIVEONE WEALTH, LLC. The firm was established in 09/25/2015. They have over 109 offices throughout the country.

CREATIVEONE WEALTH, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $3,430,274,685 assets under management, offering retirement planning & investment advisory services to 21910 clients. The firm is staffed with 201 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281213
SEC#	801-106677
Assets Managed by Firm	$3,430,274,685
No. of Clients	21910
No. of Advisors	201

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SUB-ADVISER FEES/SOLICITOR FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (SUB ADVISER SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	21910	$3,430,274,685
Individuals (other than high net worth individuals)	13810	$2,032,952,560
High net worth individuals	651	$1,241,378,410
Pension and profit sharing plans	56	$86,438,284
Charitable organizations	9	$4,860,918
Corporations or other businesses	47	$10,228,195

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$217,399,324,981	269686	1428
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353

Explore More Retirement Advisors in Overland Park, Kansas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.