Nathaniel
Reeder

Creativeone Wealth, LLC

CRD#3174599
Investment Advisor
in Leawood, KS

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nathaniel Reeder is a financial advisor who works out of Leawood, Kansas with a total of 2 years of industry experience. Reeder is an employee of Creativeone Wealth, LLC. Over the course of their career, Reeder has held roles at First Heartland Capital, Inc, Midwest Retirement Services, Broker Dealer Financial Services Corp, Brokers International Financial Services, LLC and Changepath, LLC. Reeder holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Iowa. Creativeone Wealth, LLC is a registered investment business that has its headquarters in Leawood, KS. The company has offices in 108 locations and a total of 169 advisors. It handles $3 billion in assets under management across its 19,806 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 14 charities and foundations. Of its 19,806 customer accounts, just 7% belong to high-net-worth individuals who have greater than $1 million in investable assets. Creativeone Wealth, LLC offers a wide set 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 advisory services depend on the financial services. However, fees charged by Creativeone Wealth, LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Nathaniel Reeder Work History

Nathaniel has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Changepath, LLC

2017 - 2021 (4 years)

Brokers International Financial Services, LLC

2013 - 2016 (3 years)

Broker Dealer Financial Services Corp

2011 - 2013 (2 years)

First Heartland Capital, Inc

2009 - 2013 (4 years)

Midwest Retirement 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 Nathaniel Reeder 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
Matthew Jandera
Leawood, KS
Kyle Hammerschmidt
Leawood, KS
Jeffrey Schultz
Scappoose, OR
John Kohout
Traverse City, MI
Tagen Lindstrom
Leawood, KS
Robert Barton
Leawood, KS
Sam Magdalein
Jacksonville, FL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started