CREATIVEONE WEALTH, LLC of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 281213). Regulatory assets under management: $6.3B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Charities, Corporations, Other.
| Name | Role | Location |
|---|---|---|
| Lance Sparks | MEMBER | Topeka, KS |
| Michael H Miller | OWNER | Topeka, KS |
| Michael Richard Tripses | MEMBER | — |
| Cory Lynn Lagerstrom | MEMBER | — |
| Mark Volney Heitz | MEMBER | — |
| Kenneth Ross Hyman | SENIOR VICE PRESIDENT, BUSINESS DEVELOPMENT | — |
| Martin Joseph Pfannenstiel | PRESIDENT, SALES & BUSINESS DEVELOPMENT | — |
| Benjamin Russell Avis | CHIEF OPERATING OFFICER | — |
| Chang Shin | CHIEF COMPLIANCE OFFICER | Overland Park, KS |
| HEITZ MARK VOLNEY | MEMBER | — |
| HYMAN KENNETH ROSS | SENIOR VICE PRESIDENT, BUSINESS DEVELOPMENT | — |
| AVIS BENJAMIN RUSSELL | CHIEF OPERATING OFFICER | — |
| LAGERSTROM CORY LYNN | MANAGING DIRECTOR, STRATEGIC BUSINESS DEVELOPMENT; MEMBER; MEMBER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| TRIPSES MICHAEL RICHARD | MEMBER | — |
| MONEYMAKER WILLIAM HOLL | MEMBER | — |
| BARR ERIC MICHAEL | MANAGING MEMBER | — |
| HAGG ROBERT MICHAEL | MEMBER | — |
| MILLER JAMES H | OWNER | — |
| Pfannenstiel martin joseph | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; PRESIDENT SALES & BUSINESS DEVELOPMENT (+1 more) | — |
| SPARKS LANCE | MEMBER; OWNER | — |
| Rankin James Porter | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| Shin Chang | CHIEF COMPLIANCE OFFICER | — |
| BEJAN BROOKE ELAINE | CHIEF COMPLIANCE OFFICER | — |
| Matthew Scott Kramper | CHIEF OPERATING OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |