Kelly
Starkey
Creativeone Wealth, LLC
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About this Advisor
Kelly Starkey is a financial advisor based out of Leawood, Kansas who has 1 year of relevant experience. Starkey is on the advisory team at Creativeone Wealth, LLC. Throughout their career, they have worked at Mainstar Trust Company and Creativeone Wealth, LLC. Starkey has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Kansas. Creativeone Wealth, LLC is a financial advisory firm operating out of Leawood, KS. The firm has offices in 108 locations and a total of 169 people on staff. It administers $3 billion in total assets among its 19,806 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 14 charitable organizations. Of its 19,806 customer accounts, just 7% are associated with high-net-worth investors who have at least $1 million in investable assets. Creativeone Wealth, LLC performs a wide set 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 fees vary depending on the type of financial services. Fees charged by Creativeone Wealth, LLC likely include any blend of 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
Kelly Starkey Work History
Kelly has been registered as a financial advisor for 1 years.*
Creativeone Wealth, LLC
Mainstar Trust Company
*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 Kelly Starkey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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