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Marty Joseph Pfannenstiel

Creativeone Wealth, LLC

Overland Park, KS

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Current Employers
Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2018-02-19
  • KS RA
    APPROVED
    Since 2018-02-19

Branch Locations

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creativeone Topeka KS 08/2016 Present
Change Path Llc Leawood KS 01/2017 Present
  • 08/2016 → Present
    Creativeone
    Topeka, KS
  • 01/2017 → Present
    Change Path Llc
    Leawood, KS
Other Businesses

1.) Marty Pfannenstiel - no organization/company name; investment-related; 6330 Sprint Parkway, Ste 400, Overland Park, KS 66211; sale of life insurance and/or annuities; N/A; there is not a specific timeline tied to my insurance production. I do not actively solicit new business, however, I will accept and will help people that may be looking for or need insurance. Most recently, I wrote a key-man policy in Q4.2022 and a term policy in 1/23; 1 hr/mo; 1 hr/mo; solving for client's insurance needs based on requests or financial planning

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-19
  • S65 Uniform Investment Adviser Law Examination
    2018-02-19
Other Names
  • Martin Joseph Pfannenstiel

View on SEC IAPD

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