Todd
Zimlich

Creativeone Wealth, LLC

CRD#2897694
Investment Advisor
in Topeka, KS

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About this Advisor

Todd Zimlich is a chartered financial consultant who works in Topeka, Kansas with a total of 2 years of relevant experience. Zimlich is an advisor for Creativeone Wealth, LLC. Throughout their career, Zimlich has worked at Kansas City Life, Sunset Financial Services, Inc, Securities America, Inc, Changepath, LLC, Client One Securities, LLC and Securities America Advisors. Zimlich holds a Series 63 license, designating them as a securities broker, and is registered to serve investors in Kansas. Creativeone Wealth, LLC is a firm operating out of Leawood, KS. It has offices in 108 locations and a total of 169 advisors. It has $3 billion in assets among its 19,806 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 14 charities and foundations. Of its 19,806 client accounts, just 7% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a number 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. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by Creativeone Wealth, LLC can include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

2 years

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

3311 Sw Van Buren St
Topeka, KS 66611

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Creativeone Wealth, LLC Brokerage Details

Total Assets Under Management

$2,879,545,390

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

169

KS Average: 44
Total Number of Accounts

19,806

KS Average: 4,091
Average Account Size

$145,388

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 Zimlich Work History

Todd has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Changepath, LLC

2021 - Present (3 years)

Client One Securities, LLC

2016 - 2021 (5 years)

Securities America Advisors

2014 - 2021 (7 years)

Securities America, Inc

1997 - 2014 (17 years)

Sunset Financial Services, Inc

1994 - 2014 (20 years)

Kansas City Life

*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 Zimlich 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

Kyle Hammerschmidt
Leawood, KS
Gerard Dougherty
Leawood, KS
Matthew Jandera
Leawood, KS
Jeffrey Schultz
Scappoose, OR
Joseph Gagnon
Santa Barbara, CA
Marco Ginefra
Leawood, KS
Tagen Lindstrom
Leawood, KS
Joseph Demeo
Roseville, 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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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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