Janis
Winnett
Creativeone Wealth, LLC
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About this Advisor
Janis Winnett is a financial advisor who works in Canton, Georgia with a total of 3 years of relevant experience. Winnett is on the advisory team at Creativeone Wealth, LLC. Throughout their career, they have worked at Partnervest Advisory Services, LLC, Sorrento Pacific Financial, LLC, Changepath, LLC and Client One Securities, LLC. Winnett holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia. Creativeone Wealth, LLC is a financial advisory company based in Leawood, KS. The company has offices in 108 locations and a total of 169 people on staff. It oversees $3 billion in assets under management among its 19,806 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 14 charities and foundations. Of its 19,806 client accounts, just 7% belong to high-net-worth investors who have at least $1 million in assets. Creativeone Wealth, LLC performs a wide range 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 fees usually depend on which services are offered. However, fees billed by Creativeone Wealth, LLC may include 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
Janis Winnett Work History
Janis has been registered as a financial advisor for 3 years.*
Client One Securities, LLC
Changepath, LLC
Sorrento Pacific Financial, LLC
Partnervest Advisory Services, LLC
*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 Janis Winnett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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