Todd
Kross
Creativeone Wealth, LLC
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About this Advisor
Todd Kross is a financial advisor based in Leawood, Kansas, working with Creativeone Wealth, LLC. Todd has previously held positions at First Niagara Financial, Lpl Financial, Key Investment Services LLC, M & T Securities, Inc, Wise Wealth, LLC, Kross Financial Services, LLC, and Creativeone Wealth, LLC. Todd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Todd 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
Todd Kross Work History
Kross Financial Services, LLC
Creativeone Wealth, LLC
Wise Wealth, LLC
M & T Securities, Inc
Key Investment Services LLC
First Niagara Financial
Lpl Financial
Disclosures
Please visit the SEC profile of Todd Kross 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
Scottsdale, AZ
Saint Louis, MO
Woodland Park, CO
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Omaha, NE
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