Kelly Therese Landry

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 08/2018
  Cona Investment Advisors, Llc
  Santa Clarita, CA
• 04/2003 → Present
  Self Employed
  Kansas City, MO
• 07/2018 → Present
  Creativeone Wealth, Llc Formerly Change Path, Llc
  Overland Park, KS

Previous Registrations

• 2014-01-14 → 2018-08-09
  Cona Investment Advisors, Llc
  La Verne, CA
• 2010-01-04 → 2013-12-31
  Capital Financial Services, Inc.
  Minot, ND
  Santa Clarita, CA
• 2007-08-22 → 2009-12-31
  Transamerica Financial Advisors, Llc
  Gold River, CA
  Los Angeles, CA
  Valencia, CA
  Clearwater, FL
  Valencia, CA

Other Businesses

1.) Kelly T Landry (DBA - CONA Wealth, CONA Wealth, Inc.; Investment related; 2601 NW 80th St, KCMO 64151; Life Insurance and Annuity Sales; Insurance Agent; 05/1999; 120 hrs/mo; 120 hrs/mo 2.) Real Estate Brokers License; Not investment related; 2601 NW 80th St, KCMO 64151; Referrals; 5/2003; 1 hr/mo; 1 hr/mo 3.) Soroptimist International of Kansas City Northland; not investment related; 1709 Spruce Street Philadelphia, PA 19103-6103; Service organization (501(c)(3)) that does service and fundraising to help girls and women achieve economic empowerment; South Central Region Secretary; 1/2025/Member of Soroptimist since 4/2010; 12 hrs/mo; 2 hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-18
• S63 Uniform Securities Agent State Law Examination
  1999-06-17

Other Names

• Kelly T Pogue
• Kelly T Hughes
• Kelly Therese Pogue
• Kelly Therese Hughes
• Kelly Therese Inga