Jaksa Iii

Creativeone Wealth, LLC

Investment Advisor
in Shawnee, KS

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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

Series 63, Series 65

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

Shawnee, KS

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Creativeone Wealth, LLC Brokerage Details

Total Assets Under Management


KS Average: $2,243,162,756
Total Number of Employees


KS Average: 44
Total Number of Accounts


KS Average: 4,091
Average Account Size


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

Frank Jaksa Iii Work History

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

2018 - Present (5 years)

Change Path LLC

2005 - Present (18 years)


2017 - 2018 (1 year)

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

Gerard Dougherty
Leawood, KS
Kyle Hammerschmidt
Leawood, KS
Matthew Jandera
Leawood, KS
Jeffrey Schultz
Scappoose, OR
Marty Pfannenstiel
Leawood, KS
Todd Kross
Leawood, KS
Joseph Demeo
Roseville, CA
Maxwell Ross
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

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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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