Ronald
Kincaid
Creativeone Wealth, LLC
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About this Advisor
Ronald Kincaid is a financial advisor based out of Leawood, Kansas who has 4 years of relevant experience. Kincaid is on the advisory team at Creativeone Wealth, LLC. During their career, Kincaid has held roles at The O.N. Equity Sales Company, Viable Ventures Inc Dba Kincaid & Associates, Ten Capital Investment Advisors, LLC and Changepath, LLC. Kincaid holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Washington. Creativeone Wealth, LLC is a firm based out of Leawood, KS. It 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, making it one of 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% are associated with high-net-worth clients who have more than $1 million in assets. Creativeone Wealth, LLC offers 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 fees typically depend on which service is provided. Fee types charged by Creativeone Wealth, LLC can 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
Ronald Kincaid Work History
Ronald has been registered as a financial advisor for 4 years.*
Changepath, LLC
Viable Ventures Inc Dba Kincaid & Associates
Ten Capital Investment Advisors, LLC
The O.N. Equity Sales 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 Ronald Kincaid 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
Scappoose, OR
Leawood, KS
Leawood, KS
Bella Vista, AR
Fort Scott, KS
Leawood, KS
Santa Barbara, CA
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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