Lorraine
Bishop

Creativeone Wealth, LLC

CRD#4307527
Investment Advisor
in Leawood, KS

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About this Advisor

Lorraine Bishop is a financial advisor operating out of Leawood, Kansas with 3 years of relevant experience. Bishop is on the advisory team at Creativeone Wealth, LLC. Bishop has gained experience at Sorrento Pacific Financial, LLC, Lorraine Bishop Attorney At Law, Partnervest Advisory Services LLC and Changepath, LLC. Bishop has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Creativeone Wealth, LLC is a registered investment company headquartered in Leawood, KS. It has offices in 108 locations and a total of 169 advisors. It oversees $3 billion in assets under management among its 19,806 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 14 charities and foundations. Of its 19,806 accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets. Creativeone Wealth, LLC provides a broad array 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. Fees for financial management usually vary depending on which services are provided. Fees billed by Creativeone Wealth, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

6330 Sprint Pkwy Suite 400
Leawood, KS 66211

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Creativeone Wealth, LLC Brokerage Details

Total Assets Under Management

$2,879,545,390

KS Average: $2,243,162,756
Total Number of Employees

169

KS Average: 44
Total Number of Accounts

19,806

KS Average: 4,091
Average Account Size

$145,388

KS Average: $548,316

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

Lorraine Bishop Work History

Lorraine has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Changepath, LLC

2009 - Present (15 years)

Sorrento Pacific Financial, LLC

1981 - Present (43 years)

Lorraine Bishop Attorney At Law

2007 - 2020 (13 years)

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 Lorraine Bishop 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

Gerard Dougherty
Leawood, KS
Kyle Hammerschmidt
Leawood, KS
Jeffrey Schultz
Scappoose, OR
Matthew Jandera
Leawood, KS
Nick Nunu
Denver, CO
Donald Orban
Omaha, NE
Ryan Loynd
Leawood, KS
Todd Kross
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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