Todd
Talbot

Creativeone Wealth, LLC

CRD#4197828
Investment Advisor
in Leawood, KS

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About this Advisor

Todd Talbot is a financial advisor based in Leawood, Kansas, working with Creativeone Wealth, LLC. Todd has previously held positions at Axa Advisors, LLC, Principal Life Insurance Company, Concourse Financial Group Securities Inc, First Advisors Capital, (Dba) Red Mountain Financial, Creativeone Wealth, LLC, and Princor Financial Group. Todd has passed the Series 66 regulatory exam and is registered to provide services in Alabama. 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

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

6330 Sprint Pkwy Suite 400
Leawood, KS 66211

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Creativeone Wealth, LLC Brokerage Details

Total Assets Under Management

$3,430,274,685

KS Average: $2,243,162,756
Total Number of Employees

201

KS Average: 44
Total Number of Accounts

21,910

KS Average: 4,091
Average Account Size

$156,562

KS Average: $548,316

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 Talbot Work History

2023 - Present (1 year)

Creativeone Wealth, LLC

2017 - Present (7 years)

(Dba) Red Mountain Financial

2018 - 2023 (5 years)

Concourse Financial Group Securities Inc

2017 - 2023 (6 years)

Concourse Financial Group Securities Inc

2017 - 2018 (1 year)

First Advisors Capital

2014 - 2017 (3 years)

Principal Life Insurance Company

2014 - 2017 (3 years)

Princor Financial Group

2013 - 2014 (1 year)

Axa Advisors, LLC

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Disclosures

Please visit the SEC profile of Todd Talbot 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

Thomas Yager
Leawood, KS
Timothy Schulze
Saint Louis, MO
Kimberly Malesky
Leawood, KS
Daniel Delaney
Leawood, KS
Jordan Brill
Leawood, KS
Zach Buettner
Columbia, IL
Patrick Wiegers
Saint Louis, MO
Micah Skebo
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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