Todd
Kross
Creativeone Wealth, LLC
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About this Advisor
Todd Kross is a financial advisor working in Leawood, Kansas who has 1 year of relevant experience. Kross is an advisor for Creativeone Wealth, LLC. The advisor has gained experience 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. Kross holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York. Creativeone Wealth, LLC is a financial advisory business operating out of Leawood, KS. The investment advisory business has offices in 108 locations and a total of 169 people on staff. It controls $3 billion in assets under management among its 19,806 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 14 charities and foundations. Of its 19,806 accounts, just 7% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a broad array 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 fee schedules depend on which service is offered. However, fee types billed by Creativeone Wealth, LLC most likely consist of some combination 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
Todd Kross Work History
Todd has been registered as a financial advisor for 1 years.*
Kross Financial Services, LLC
Creativeone Wealth, LLC
Wise Wealth, LLC
M & T Securities, Inc
Key Investment Services LLC
First Niagara Financial
Lpl Financial
*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 Todd Kross 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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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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