CREATIVEONE WEALTH, LLC

OVERLAND PARK, Kansas·8 registered advisors·CRD# 281213
SEC# 801-106677108913-402-7897
01

Firm Overview

AUM
$3.4B
Regulatory assets under management
Employees
201
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SUB-ADVISER FEES/SOLICITOR FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CREATIVEONE WEALTH, LLC

8 registered advisors
Brooke Elaine Bejan
OVERLAND PARK, Kansas
Chang Shin
OVERLAND PARK, Kansas
Cory Lynn Lagerstrom
OVERLAND PARK, Kansas
Eric Michael Barr
LEAWOOD, Kansas
Kenneth Ross Hyman
OVERLAND PARK, Kansas
Lance Sparks
OVERLAND PARK, Kansas
Martin Joseph Pfannenstiel
OVERLAND PARK, Kansas
Michael H Miller
OVERLAND PARK, Kansas
05

Office Locations

OVERLAND PARK, Kansas
7 advisors
LEAWOOD, Kansas
1 advisor

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Data sourced from SEC Form ADV filings. CREATIVEONE WEALTH, LLC (CRD# 281213) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.