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CREATIVEONE WEALTH, LLC

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

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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 StatusApproved
Firm CRD#281213
SEC#801-106677
Assets Managed by Firm$3,430,274,685
No. of Clients21910
No. of Advisors201

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 ClientsAUM
Firm Total21910$3,430,274,685
Individuals (other than high net worth individuals)13810$2,032,952,560
High net worth individuals651$1,241,378,410
Pension and profit sharing plans56$86,438,284
Charitable organizations9$4,860,918
Corporations or other businesses47$10,228,195

More Retirement Planning firms in Overland Park, Kansas:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CREATIVE PLANNING
5454 W. 110th Street
Overland Park, KS, 66211
$217,399,324,9812696861428
ONEDIGITAL INVESTMENT ADVISORS
11101 Switzer Road, Suite 200
Overland Park, KS, 66210
$107,102,338,15357121550
MARINER WEALTH
5700 W. 112th Street, Suite 500
Overland Park, KS, 66211
$81,106,925,4841325671498
AE WEALTH MANAGEMENT, LLC
2950 Sw Mcclure Road, Suite B
Topeka, KS, 66614
$27,082,623,332277294578
PRIME CAPITAL FINANCIAL
6201 College Blvd., Suite #150
Overland Park, KS, 66211
$24,362,866,55230635353

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