AdFi
CW

CREATIVEONE WEALTH, LLC

SEC Registered

Your Financial Journey — We are with you every step of the way.

OVERLAND PARK, KShttps://creativeonewealth.com913-402-7897
Assets Under Management
$5B–$25B
Employees
222
Office Locations
24 offices
Total Accounts
35425

About the firm

CreativeOne Wealth, LLC is a Registered Investment Adviser that acts as a fiduciary, putting clients' needs first and helping guide people along their financial journey. CreativeOne Securities, LLC is a Member FINRA/SIPC and an Investment Advisor. Together they offer advisory and continuity planning services.

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

Areas of expertise

FiduciaryFinancial AdvisoryInvestment AdvisoryContinuity PlanningRetirement PlanningWealth Management

Services

Financial advisory services and continuity planning, offered through CreativeOne Wealth, LLC and CreativeOne Securities, LLC.

Who they serve

People at any stage of life, whether just starting their career, raising a family, or enjoying retirement.

Client segmentClientsAssets managed
Individuals (Non-HNW)20,326$3.6B
High Net Worth Individuals1,738$2.2B
Charitable Organizations73$48M
State/Municipal Entities21

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

24 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

Showing 100 of 221

Brian Thomas Abbott
Investment Adviser Representative
Dual-registered
Kevin Paul Bard
Investment Adviser Representative
Dual-registered
Daniel James Bartholomew
Investment Adviser Representative
Investment Adviser Rep
Robert Lee Barton II
Investment Adviser Representative
Investment Adviser Rep
Diane D Blake
Investment Adviser Representative
Investment Adviser Rep
Christopher John Bowman
Investment Adviser Representative
Dual-registered
Dylan Lee Bowman
Investment Adviser Representative
Dual-registered
Erik B Bowman
Investment Adviser Representative
Dual-registered
Brian John Brechler
Investment Adviser Representative
Dual-registered
Wayne Scott Brunt
Investment Adviser Representative
Dual-registered
Aaron Bachelor
Investment Adviser Representative
Investment Adviser Rep
Susan Kay Bartlett
Investment Adviser Representative
Investment Adviser Rep
Samuel Hunter Beall
Investment Adviser Representative
Dual-registered
Benjamin Robert Beasley
Investment Adviser Representative
Investment Adviser Rep
Shari Lynn Bevan
Investment Adviser Representative
Investment Adviser Rep
Michael James Beyersdorf
Investment Adviser Representative
Investment Adviser Rep
Carolyn Shirley Bishop
Investment Adviser Representative
Dual-registered
Lee Stanton Bishop
Investment Adviser Representative
Investment Adviser Rep
Lorraine Gail Bishop
Investment Adviser Representative
Dual-registered
Randall Abell Bishop
Investment Adviser Representative
Dual-registered
Dane Ray Branfort
Investment Adviser Representative
Investment Adviser Rep
Jordan Brill
Investment Adviser Representative
Investment Adviser Rep
Aaron Del Brown
Investment Adviser Representative
Dual-registered
Berton Robert Brown
Investment Adviser Representative
Dual-registered
Cameron Brummett
Investment Adviser Representative
Investment Adviser Rep
Dave Alan Buchanan
Investment Adviser Representative
Dual-registered
Jonathan Eugene Byrd II
Investment Adviser Representative
Investment Adviser Rep
Ricardo William Cabrera
Investment Adviser Representative
Dual-registered
Cassandra Carol Camerer
Investment Adviser Representative
Investment Adviser Rep
Brendon Matthew Christy
Investment Adviser Representative
Investment Adviser Rep
Chad Leroy Cosens
Investment Adviser Representative
Investment Adviser Rep
Lucas Jordan Cox
Investment Adviser Representative
Dual-registered
Brent Wade Crawford
Investment Adviser Representative
Dual-registered
Daniel Kelly Cronin
Investment Adviser Representative
Dual-registered
Kristie Dawn Cahill
Investment Adviser Representative
Dual-registered
Jared Josiah Cales
Investment Adviser Representative
Investment Adviser Rep
Daniel Mark Carter
Investment Adviser Representative
Investment Adviser Rep
Kelly Joseph Carter
Investment Adviser Representative
Dual-registered
Zachary D Cockroft
Investment Adviser Representative
Investment Adviser Rep
Andrew Paul Congleton
Investment Adviser Representative
Dual-registered
Destiny Couter
Investment Adviser Representative
Investment Adviser Rep
Margarette Felicia Craig
Investment Adviser Representative
Investment Adviser Rep
Cody Allen Crawford
Investment Adviser Representative
Investment Adviser Rep
Kevin Dauphinee
Investment Adviser Representative
Dual-registered
Michael H Distefano
Investment Adviser Representative
Dual-registered
Morgan Lorin Deshazer
Investment Adviser Representative
Investment Adviser Rep
Joseph Richard Demeo
Investment Adviser Representative
Investment Adviser Rep
Mike Alan Demeuse
Investment Adviser Representative
Dual-registered
David Angus Dickens Jr
Investment Adviser Representative
Dual-registered
Joseph Oliva Donti
Investment Adviser Representative
Investment Adviser Rep
Gerard Vincent Dougherty
Investment Adviser Representative
Dual-registered
Kelly Andrew Dunnahoo
Investment Adviser Representative
Investment Adviser Rep
Richard Charles Eddy Jr.
Investment Adviser Representative
Investment Adviser Rep
Kevin Owen Ekstrom
Investment Adviser Representative
Dual-registered
Jonathan P English
Investment Adviser Representative
Dual-registered
Harrison Scott Falteisek
Investment Adviser Representative
Dual-registered
Joseph Ivan Fishman Jr.
Investment Adviser Representative
Investment Adviser Rep
Daryl R Fuchs
Investment Adviser Representative
Investment Adviser Rep
Nicholas Edwin Fuller
Investment Adviser Representative
Dual-registered
Brent Allen Ford
Investment Adviser Representative
Investment Adviser Rep
Nate Michael Geist
Investment Adviser Representative
Dual-registered
Marco Carlough Ginefra
Investment Adviser Representative
Investment Adviser Rep
Daniel Gilbert Gould
Investment Adviser Representative
Dual-registered
Michael Ray Graber
Investment Adviser Representative
Investment Adviser Rep
Matthew John Green
Investment Adviser Representative
Investment Adviser Rep
Steven Harverd Greig
Investment Adviser Representative
Dual-registered
Joseph L Gagnon
Investment Adviser Representative
Dual-registered
Matthew Nikhilesh Gallagher
Investment Adviser Representative
Investment Adviser Rep
Adam Joseph Galler
Investment Adviser Representative
Investment Adviser Rep
Grace Katherine Gann
Investment Adviser Representative
Investment Adviser Rep
Francis Michael Gargano
Investment Adviser Representative
Dual-registered
Christine Elizabeth Gibson
Investment Adviser Representative
Dual-registered
Colin Marshall Golec
Investment Adviser Representative
Investment Adviser Rep
Paul Groeschel-Johnson
Investment Adviser Representative
Dual-registered
Bryan Gurss
Investment Adviser Representative
Dual-registered
Bradley Derek Hablutzel
Investment Adviser Representative
Dual-registered
Brian William Harrold
Investment Adviser Representative
Dual-registered
John Hardaway Hays
Investment Adviser Representative
Investment Adviser Rep
Trey Robert Holman
Investment Adviser Representative
Investment Adviser Rep
Sara Renee Hornick
Investment Adviser Representative
Dual-registered
Marcus Edward Hudson
Investment Adviser Representative
Dual-registered
Levi Kenneth Huncovsky
Investment Adviser Representative
Dual-registered
Eric Bradley Hunsicker
Investment Adviser Representative
Investment Adviser Rep
Scott Bradley Hunsicker
Investment Adviser Representative
Investment Adviser Rep
Jason Paul Hutchins
Investment Adviser Representative
Investment Adviser Rep
Kenneth Evan Hammond
Investment Adviser Representative
Investment Adviser Rep
Heath Hancock
Investment Adviser Representative
Investment Adviser Rep
Joe Don Harl
Investment Adviser Representative
Investment Adviser Rep
Alan Paul Harris
Investment Adviser Representative
Investment Adviser Rep
Andrew Steven Heifer
Investment Adviser Representative
Dual-registered
Matthew Allen Heimann
Investment Adviser Representative
Investment Adviser Rep
Clifford K Hodson
Investment Adviser Representative
Investment Adviser Rep
Robin Ann Hofheinz
Investment Adviser Representative
Investment Adviser Rep
Joseph Wayne Hoglund
Investment Adviser Representative
Dual-registered
Kevin Guy Hutton
Investment Adviser Representative
Investment Adviser Rep
Kenneth Hyman
Investment Adviser Representative
Dual-registered
Frank Joseph Jaksa III
Investment Adviser Representative
Investment Adviser Rep
Matthew Frank Jandera
Investment Adviser Representative
Investment Adviser Rep
Kyle Allen Janas
Investment Adviser Representative
Investment Adviser Rep
Gabriel Allyn Jewell
Investment Adviser Representative
Dual-registered

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

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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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CREATIVEONE WEALTH, LLC in OVERLAND PARK, KS | AdvisorFinder