firm profile
Creativeone Wealth, LLC
Overview
Creativeone Wealth, LLC is an SEC registered investment adviser based in Overland Park, KS, registered since 2015. It reports $6.3B in assets under management across 35,425 accounts, with 222 employees. It has 218 investment adviser representatives.
- Reported AUM
- $6.3B
- Discretionary
- 100%
- Accounts
- 35,425
- Average account
- $176K
- Employees
- 222
- Advisory reps
- 218
- Registered since
- 2015
- Jurisdictions
- 51
As reported in the firm's May 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
Executive officers 3 of 5
- Martin Joseph Pfannenstiel President of Sales, Business Development CRD 6729848
- Michael H Miller Owner CRD 6258653
- Chang Shin Chief Compliance Officer CRD 2605773
2 more executive officers, with direct contact details
Advisory reps 3 of 218
- Brian T Abbott Insurance Agent · Investment Adviser Rep CRD 3222569
- Aaron Bachelor Investment Adviser Rep CRD 7519022
- Kevin Paul Bard Insurance Agent · Investment Adviser Rep CRD 2355759
215 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 6330 Sprint Pkwy Ste 400
Overland Park, KS 66211 - County
- Johnson
- Metro area
- Kansas City, MO-KS
- Region
- Midwest
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: creativeassetsolutions.com
Every state, with registration dates
Similar firms near Overland Park
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