Kimberly
Malesky
Creativeone Wealth, LLC
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About this Advisor
Kimberly Malesky is a certified financial planner working in Leawood, Kansas, with a total of 3 years of industry experience. Malesky is an advisor for Creativeone Wealth, LLC. Over the course of their career, Malesky has held roles at National Planning Corporation, Mission Wealth Management, Lpl Financial LLC, May Wealth Management Group, Monarch Wealth Strategies, Creativeone Wealth, LLC, Harmony Investment Management, LLC and Kimberly S. Malesky. Malesky holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Creativeone Wealth, LLC is a registered investment firm that has its headquarters in Leawood, KS. It has offices in 108 locations and a total of 169 financial advisors. It administers $3 billion in assets among its 19,806 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 19,806 accounts, just 7% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm provides a broad 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 advisory fee schedules largely depend on the type of financial services provided. However, fees billed by Creativeone Wealth, LLC most likely are comprised of any combination 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
Kimberly Malesky Work History
Kimberly has been registered as a financial advisor for 3 years.*
Kimberly S. Malesky
Creativeone Wealth, LLC
Harmony Investment Management, LLC
May Wealth Management Group
Monarch Wealth Strategies
Lpl Financial LLC
National Planning Corporation
Mission Wealth Management
*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 Kimberly Malesky 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
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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.
