Daniel
Delaney
Creativeone Wealth, LLC
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About this Advisor
Daniel Delaney is a financial advisor based in Leawood, Kansas with a total of 2 years of relevant experience. Delaney currently works for Creativeone Wealth, LLC. The advisor has gained experience at Wells Fargo Advisors Financial Network, LLC, Crusaders Baseball Academy, Pumps Fitness, Fellowship Of Christian Athletes, Valparaiso University, Omega Sport And Rehab, Orange Coast College, Fresno State University, Big 5 Sporting Goods, Grace Brethren High School, None and Changepath, LLC. Delaney has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Indiana. Creativeone Wealth, LLC is a company operating out of Leawood, KS. It has offices in 108 locations and a total of 169 advisors. It administers $3 billion in assets between its 19,806 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 14 charitable organizations. Of its 19,806 client accounts, just 7% are associated with high-net-worth individuals who have more than $1 million in investable assets. Creativeone Wealth, LLC has a diverse assortment 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. Financial management fee schedules are based on which services are provided. Fees charged by Creativeone Wealth, LLC likely 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
Daniel Delaney Work History
Daniel has been registered as a financial advisor for 2 years.*
Changepath, LLC
Wells Fargo Advisors Financial Network, LLC
Crusaders Baseball Academy
Pumps Fitness
Fellowship Of Christian Athletes
None
Omega Sport And Rehab
Big 5 Sporting Goods
Grace Brethren High School
Valparaiso University
Orange Coast College
Fresno State University
*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 Daniel Delaney 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
Leawood, KS
Leawood, KS
Scappoose, OR
Leawood, KS
Leawood, KS
Roseville, CA
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.
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