Michael
Floyd
Creativeone Wealth, LLC
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About this Advisor
Michael Floyd is a financial advisor based in Scottsdale, Arizona, working with Creativeone Wealth, LLC. Michael has previously held positions at Bayntree Planning Group, LLC, Bayntree Wealth Advisors, LLC, Creativeone Wealth, LLC, Ae Wealth Management, LLC, Intelligent 401K, LLC, and Jf Wealth Advisor. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Michael is part of Creativeone Wealth, LLC, which operates out of Scottsdale, Arizona. The firm has 108 offices and 201 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Creativeone Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Creativeone Wealth, LLC Brokerage Details
$3,430,274,685
201
21,910
$156,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Michael Floyd Work History
Creativeone Wealth, LLC
Jf Wealth Advisor
Ae Wealth Management, LLC
Intelligent 401K, LLC
Bayntree Wealth Advisors, LLC
Bayntree Planning Group, LLC
Disclosures
Please visit the SEC profile of Michael Floyd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Creativeone Wealth, LLC
Scottsdale, AZ
Leawood, KS
Springfield, MO
Leawood, KS
Leawood, KS
Woodland Park, CO
Saint Louis, MO
Leawood, KS
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