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CREATIVEONE WEALTH, LLC
Tel: 913-402-7897
6330 Sprint Pkwy Suite 400
Overland Park, Kansas 66211
CREATIVEONE WEALTH, LLC
CREATIVEONE WEALTH, LLC is a Overland Park, Kansas based financial advisory firm with nearly $3,430,274,685 in assets under management and provides investment advisory services for 21910 clients. There are currently 201 financial advisors at the firm.
General Information
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)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (SUB-ADVISER FEES/SOLICITOR FEE
Firm CRD#:
281213
SEC#:
801-106677
No. of Clients:
21910
Assets under Management
$3,430,274,685
No. of Advisors:
201
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