Best Investors
Account
Sign in
Best Investors
Account
Sign in
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-04-03 |
Branch Locations
10975 Grandview Drive Building 27, Suite 190, Overland Park, KS 66210 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creativeone | Overland Park | KS | 07/2012 | 08/2023 |
| Creativeone Securites, Llc Formerly Client One Securities, Llc | Overland Park | KS | 09/2016 | Present |
| Creativeone Wealth, Llc | Overland Park | KS | 04/2025 | Present |
| Cerity Partners | Louisville | KY | 09/2023 | 03/2025 |
1.) CreativeOne Wealth, LLC; investment related; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; RIA; Vice President, Senior Wealth Advisor; 04/2025; 160 hrs/mo; 140 hrs/mo 2.) CreativeOne Advisors; investment related; 10975 Grandview Drive Building 27, Suite 190, Overland Park, KS 66210; Insurance Sales; VP Senior Wealth Advisor; 03/2025; 8 hrs/mo; 8 hrs/mo; Comprehensive Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-18 |
Reach out to this advisor