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Martin Joseph Pfannenstiel

CREATIVEONE WEALTH, LLC·OVERLAND PARK, Kansas
Series 65Clean record8 years registeredCREATIVEONE WEALTH, LLC
6330 SPRINT PKWY, OVERLAND PARK, KS 66211CRD# 6729848Firm CRD# 281213

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martin Joseph Pfannenstiel · OVERLAND PARK, KS
Registration
CRD #6729848 · CREATIVEONE WEALTH, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

Feb 2018present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 19, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CREATIVEONE WEALTH, LLC
CRD 281213 · SEC 801-106677
AUM
$3.4B
Regulatory assets under management
Employees
201
21,910 client accounts
Services offered by CREATIVEONE WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Martin Joseph Pfannenstiel offer?
Martin Joseph Pfannenstiel specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Martin Joseph Pfannenstiel's credentials?
Martin Joseph Pfannenstiel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martin Joseph Pfannenstiel located?
Martin Joseph Pfannenstiel is based in OVERLAND PARK, Kansas, working with CREATIVEONE WEALTH, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Martin Joseph Pfannenstiel charge for services?
Martin Joseph Pfannenstiel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sub-adviser fees/solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CREATIVEONE WEALTH, LLC?
CREATIVEONE WEALTH, LLC has approximately 201 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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