# CREATIVEONE WEALTH, LLC

CREATIVEONE WEALTH, LLC of OVERLAND PARK, KS is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 281213
- Type: SEC-registered investment adviser
- SEC file number: 801-106677
- Location: 6330 SPRINT PKWY, SUITE 400, OVERLAND PARK, KS, 66211
- Phone: 913-402-7897
- Latest filing: 2026-05-04
- Regulatory AUM: $6.3B
- Discretionary AUM: $6.3B
- Clients: 222
- Accounts: 35,425

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities, Corporations, Other

## Officers, owners & control persons (24)

| 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 | — |


## Disclosures (14)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281213/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281213/similar
- Related entities: https://search.stillhousedata.com/firm/281213/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281213

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.