Thomas
Yager
Creativeone Wealth, LLC
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About this Advisor
Thomas Yager is a financial advisor based in Leawood, Kansas, working with Creativeone Wealth, LLC. Thomas has previously held positions at Creativeone, Creativeone Securities, LLC, and Creativeone Wealth, LLC. Thomas has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Thomas is part of Creativeone Wealth, LLC, which operates out of Leawood, Kansas. The firm has 108 offices and 201 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Creativeone Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Creativeone Wealth, LLC Brokerage Details
$3,430,274,685
201
21,910
$156,562
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
Thomas Yager Work History
Creativeone Securities, LLC
Creativeone Wealth, LLC
Creativeone
Disclosures
Please visit the SEC profile of Thomas Yager 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
Omaha, NE
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Saint Louis, MO
Leawood, KS
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