Lars
Larsen
Creativeone Wealth, LLC
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About this Advisor
Lars Larsen is a financial advisor operating in Leawood, Kansas who has 6 years of industry experience. Larsen is on the advisory team at Creativeone Wealth, LLC. Over the course of their career, Larsen has held roles at Heritage Financial North, Client One Securities, LLC, Change Path LLC and Vision Insurance Partners. Larsen maintains a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in California. Creativeone Wealth, LLC is an advisory business operating out of Leawood, KS. The company has offices in 108 locations and a total of 169 people on staff. It controls $3 billion in total assets among its 19,806 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to 14 charitable organizations. Of its 19,806 client accounts, just 7% belong to high-net-worth clients who have more than $1 million in assets. Creativeone Wealth, LLC performs a wide range 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. Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types charged by Creativeone Wealth, LLC likely consist 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
Lars Larsen Work History
Lars has been registered as a financial advisor for 6 years.*
Change Path LLC
Heritage Financial North
Client One Securities, LLC
Vision Insurance Partners
*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 Lars Larsen 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
Scappoose, OR
Leawood, KS
Roseville, CA
Leawood, KS
Leawood, KS
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 profile-compliance@smartasset.com.
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