Brian
Harrold

Creativeone Wealth, LLC

CRD#4757333
Investment Advisor
in Overland Park, KS

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About this Advisor

Brian Harrold is a chartered financial consultant who works out of Overland Park, Kansas with a total of 5 years of relevant experience. Harrold works at Creativeone Wealth, LLC. During their career, the advisor has held roles at New England Securities, Metlife Securities, Inc, Massmutual Life Insurance Co, Mml Investors Services, LLC and Client One Securities, LLC. Harrold has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Kansas. Creativeone Wealth, LLC is a business headquartered in Leawood, KS. The firm has offices in 108 locations and a total of 169 financial advisors. It has $3 billion in assets under management among its 19,806 accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 14 charities and foundations. Of its 19,806 client accounts, just 7% are held by high-net-worth investors who have more than $1 million in assets available to invest. Creativeone Wealth, LLC offers 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. A financial advisor's fees usually depend on which services are provided. Fees billed by Creativeone Wealth, LLC most likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years Registered*

5 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

7400 W 130Th Street Suite 130B
Overland Park, KS 66213

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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

Brian Harrold Work History

Brian has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Client One Securities, LLC

2017 - 2018 (1 year)

Mml Investors Services, LLC

2016 - 2018 (2 years)

Massmutual Life Insurance Co

2015 - 2017 (2 years)

Metlife Securities, Inc

2010 - 2015 (5 years)

New England Securities

*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 Brian Harrold 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
Matthew Jandera
Leawood, KS
Jeffrey Schultz
Scappoose, OR
Todd Kross
Leawood, KS
Joseph Demeo
Roseville, CA
John Kohout
Traverse City, MI
Ryan Loynd
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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