Aaron
Brown
Creativeone Wealth, LLC
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About this Advisor
Aaron Brown is a financial advisor who works in Santa Barbara, California with 3 years of industry experience. Brown is on the advisory team at Creativeone Wealth, LLC. Their career trajectory has included roles at Edward Jones, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Partnervest Advisory Services, LLC, Mit Associates, LLC, Changepath, LLC and Partnervest Advisory Services. Brown holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can work in California. Creativeone Wealth, LLC is a company based out of Leawood, KS. The company has offices in 108 locations and a total of 169 employees. It oversees $3 billion in assets under management across its 19,806 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 14 charitable organizations. Of its 19,806 client accounts, just 7% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Creativeone Wealth, LLC has a number of services, including 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. Financial management fee schedules usually vary depending on which services are offered. However, fees charged by Creativeone Wealth, LLC most likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Creativeone Wealth, LLC Brokerage Details
$2,879,545,390
169
19,806
$145,388
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
Aaron Brown Work History
Aaron has been registered as a financial advisor for 3 years.*
Mit Associates, LLC
Changepath, LLC
Partnervest Advisory Services
Partnervest Advisory Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLC
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Brown 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
Leawood, KS
Scappoose, OR
Leawood, KS
Leawood, KS
Leawood, KS
Jacksonville, FL
Mckinney, TX
Leawood, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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