CW
CREATIVEONE WEALTH, LLC
SEC RegisteredOVERLAND PARK, KShttps://creativeonewealth.com913-402-7897
Assets Under Management
$5B–$25B
Employees
222
Office Locations
27 offices
Total Accounts
35425
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment CompaniesState/MunicipalInsurance Companies
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 20,326 | $3.6B |
| High Net Worth Individuals | 1,738 | $2.2B |
| Charitable Organizations | 73 | $48M |
| State/Municipal Entities | 21 | — |
62 total clients reported on Form ADV.
Leadership
Robert Michael Hagg
MEMBER
Inc Cm2 Holding Company
OWNER
Michael Richard Tripses
MEMBER
Cory Lynn Lagerstrom
MEMBER
Lance Sparks
MEMBER
Mark Volney Heitz
MEMBER
Lance Sparks
MEMBER
James Porter Rankin
CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER
Kenneth Ross Hyman
SENIOR VICE PRESIDENT, BUSINESS DEVELOPMENT
Martin Joseph Pfannenstiel
PRESIDENT, SALES & BUSINESS DEVELOPMENT
Office locations
27 offices in 12 states
KS
OVERLAND PARKHQ
IL
BARRINGTON
NY
BINGHAMTON
KS
OVERLAND PARK
CO
CENTENNIAL
MS
JACKSON
MI
TRAVERSE CITY
MD
BETHESDA
CO
LAKEWOOD
KS
OVERLAND PARK
KS
OVERLAND PARK
KS
SALINA
NE
OMAHA
KS
HANOVER
WA
SPOKANE
OH
NEW ALBANY
CA
SANTA BARBARA
CA
CORONADO
CO
ENGLEWOOD
CA
SAN FRANCISCO
KS
OVERLAND PARK
IA
URBANDALE
KS
TOPEKA
KS
LAWRENCE
Advisors at this firm
75 advisors in the directory
Brian Thomas Abbott
Investment Adviser Representative
Aaron Bachelor
Investment Adviser Representative
Carolyn Shirley Bishop
Investment Adviser Representative
Lee Stanton Bishop
Investment Adviser Representative
Lorraine Gail Bishop
Investment Adviser Representative
Randall Abell Bishop
Investment Adviser Representative
Aaron Del Brown
Investment Adviser Representative
Berton Robert Brown
Investment Adviser Representative
Dave Alan Buchanan
Investment Adviser Representative
Kristie Dawn Cahill
Investment Adviser Representative
Jared Josiah Cales
Investment Adviser Representative
Daniel Mark Carter
Investment Adviser Representative
Kelly Joseph Carter
Investment Adviser Representative
Andrew Paul Congleton
Investment Adviser Representative
Cody Allen Crawford
Investment Adviser Representative
Joseph Richard Demeo
Investment Adviser Representative
Mike Alan Demeuse
Investment Adviser Representative
David Angus Dickens
Investment Adviser Representative
Kelly Andrew Dunnahoo
Investment Adviser Representative
Richard Charles Eddy
Investment Adviser Representative
Kevin Owen Ekstrom
Investment Adviser Representative
Jonathan P English
Investment Adviser Representative
Brent Allen Ford
Investment Adviser Representative
Joseph L Gagnon
Investment Adviser Representative
Matthew Nikhilesh Gallagher
Investment Adviser Representative
Adam Joseph Galler
Investment Adviser Representative
Christine Elizabeth Gibson
Investment Adviser Representative
Paul Groeschel-Johnson
Investment Adviser Representative
Alan Paul Harris
Investment Adviser Representative
Andrew Steven Heifer
Investment Adviser Representative
Matthew Allen Heimann
Investment Adviser Representative
Clifford K Hodson
Investment Adviser Representative
Robin Ann Hofheinz
Investment Adviser Representative
Kenneth Hyman
Investment Adviser Representative
Kyle Allen Janas
Investment Adviser Representative
Gabriel Allyn Jewell
Investment Adviser Representative
James Dean Kersey
Investment Adviser Representative
Janet Mohler Knight
Investment Adviser Representative
Todd Michael Kross
Investment Adviser Representative
William Asher Lane
Investment Adviser Representative
Lars Larsen
Investment Adviser Representative
Anthony Thanh Le
Investment Adviser Representative
Andrew Stewart Levacy
Investment Adviser Representative
Sam Magdalein
Investment Adviser Representative
Kimberly Sara Malesky
Investment Adviser Representative
Aaron Kyle Malone
Investment Adviser Representative
Theresa Anne Markham
Investment Adviser Representative
William Chad McAlpin
Investment Adviser Representative
Chad Allen McMullin
Investment Adviser Representative
Nicholas Peter Millard
Investment Adviser Representative
Tyler Anthony Moore
Investment Adviser Representative
Gregory Muller
Investment Adviser Representative
Sean Alexander Nouveau
Investment Adviser Representative
Bryan James Payton
Investment Adviser Representative
Abraham Samaniego Perez
Investment Adviser Representative
Jamie A Plemons
Investment Adviser Representative
Jacob Alan Ricketts
Investment Adviser Representative
Amy Marie Roberts
Investment Adviser Representative
Sarah Jeanette Saum
Investment Adviser Representative
Laura Leigh Watson Schultz
Investment Adviser Representative
Timothy Brian Schulze
Investment Adviser Representative
Scott Edward Sidor
Investment Adviser Representative
Micah Alan Skebo
Investment Adviser Representative
Joshua John Storey
Investment Adviser Representative
Ken Alan Stover
Investment Adviser Representative
Thaine Allan Streit
Investment Adviser Representative
Gregory Vladimir Timofeyev
Investment Adviser Representative
Oscar Vega
Investment Adviser Representative
Danny Eugene Ward
Investment Adviser Representative
Joseph William Wehrly
Investment Adviser Representative
Courdney Williams
Investment Adviser Representative
Ronald David Williamson
Investment Adviser Representative
Erin Lanette Wilmer
Investment Adviser Representative
Brian Keith Wronko
Investment Adviser Representative
Zachary Allen Yeager
Investment Adviser Representative
Regulatory & compliance
CRD number
#281213
SEC Number
801-106677
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
creativeonewealth.comPhone
913-402-7897Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CREATIVEONE WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.