Levi
Huncovsky
Creativeone Wealth, LLC
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About this Advisor
Levi Huncovsky is a financial advisor based out of Leawood, Kansas with a total of 2 years of industry experience. Huncovsky works at Creativeone Wealth, LLC. Their career trajectory has included roles at Sterne Agee Financial Services, Inc, L & L Advisors, LLC, United Capital Management Of Ks, Inc - Ria, United Capital Management Of Ks, Inc, Client One Securities, LLC and Changepath, LLC. Huncovsky maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Kansas. Creativeone Wealth, LLC is an advisory firm based in Leawood, KS. The company has offices in 108 locations and a total of 169 financial advisors. It has $3 billion in assets between its 19,806 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 14 charitable organizations. Of its 19,806 accounts, just 7% are associated with high-net-worth individuals who have more than $1 million in assets. The business offers a number 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 fee schedules typically are based on which services are provided. However, fees charged by Creativeone Wealth, LLC most likely include 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
Levi Huncovsky Work History
Levi has been registered as a financial advisor for 2 years.*
Changepath, LLC
Client One Securities, LLC
L & L Advisors, LLC
United Capital Management Of Ks, Inc - Ria
Sterne Agee Financial Services, Inc
United Capital Management Of Ks, Inc
*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 Levi Huncovsky 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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Leawood, KS
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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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