Creativeone Wealth, LLC
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About this Advisor
Frank Jaksa Iii is a financial advisor who works out of Shawnee, Kansas with a total of 5 years of relevant experience. Jaksa Iii is an employee of Creativeone Wealth, LLC. Throughout their career, Jaksa Iii has worked at Creativeone, Motiv8 Investments LLC and Change Path LLC. Jaksa Iii has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Kansas. Creativeone Wealth, LLC is a financial advisory firm based in Leawood, KS. The firm has offices in 108 locations and a total of 169 advisors. It handles $3 billion in assets between its 19,806 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 14 charitable organizations. Of its 19,806 client accounts, just 7% belong to high-net-worth investors who have more than $1 million in assets. The firm offers a broad 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 charged by financial advisors usually depend on the services. However, fee types billed by Creativeone Wealth, LLC most likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
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Creativeone Wealth, LLC Brokerage Details
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
Frank Jaksa Iii Work History
Frank has been registered as a financial advisor for 5 years.*
Change Path LLC
Motiv8 Investments 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.
Please visit the SEC profile of Frank Jaksa Iii 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
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