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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-11-13 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
200 North Main St Suite 3, East Longmeadow, MA 01028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management Llc | Topeka | KS | 08/2016 | 11/2025 |
| Total Business Solutions Ne | Sunderland | MA | 04/2015 | 05/2021 |
| Dale Frank Financial Group | Sunderland | MA | 01/2016 | 11/2025 |
| Creativeone Wealth, Llc | Overland Park | KS | 11/2025 | Present |
1.) Shawn Wrisley; investment related; 200 North Main St Suite 3 Longmeadow, MA 01028; FIA; Owner; 04/2015; 160 hrs/mo; 140 hrs/mo 2.) SOFA; investment related; 3655 Ruffin Road Suite 230 San Diego, CA 92123; Marketing; Client; Public Speaking Financial Education; 06/2025; 10 hrs/mo; 10 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-24 |
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