Marcy
Burton
Creativeone Wealth, LLC
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About this Advisor
Marcy Burton is a financial advisor based in Leawood, Kansas who has 3 years of industry experience. Burton works at Creativeone Wealth, LLC. During their career, the advisor has held roles at Partnervest Financial Group LLC, Partnervest Advisory Services, Partnervest Insurance Services, Sorrento Pacific Financial, LLC, Sorrento Pacific Financial, LLC and Changepath, LLC. Burton holds a Series 63 license, certifying them as a securities representative, and is approved to operate in California. Creativeone Wealth, LLC is an advisory firm that has its headquarters in Leawood, KS. The firm has offices in 108 locations and a total of 169 advisors. It manages $3 billion in assets under management among its 19,806 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 14 charities and foundations. Of its 19,806 client accounts, just 7% are associated with high-net-worth clients who have more than $1 million in investable assets. Creativeone Wealth, LLC offers a number of services, such as 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 charged by financial advisors usually depend on which services the firm provides the client. Fees charged by Creativeone Wealth, LLC can include some 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
Marcy Burton Work History
Marcy has been registered as a financial advisor for 3 years.*
Sorrento Pacific Financial,LLC
Changepath, LLC
Sorrento Pacific Financial, LLC
Partnervest Financial Group LLC
Partnervest Advisory Services
Partnervest Insurance Services
*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 Marcy Burton 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
Jacksonville, FL
Denver, CO
Leawood, KS
Mckinney, TX
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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