William
Revoir
Creativeone Wealth, LLC
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About this Advisor
William Revoir is a financial advisor based in Leawood, Kansas who has 4 years of relevant experience. Revoir is currently employed by Creativeone Wealth, LLC. The advisor has gained experience at William J. Revoir & Associates, Quest Financial, LLC, Global Financial Private Capital and Changepath, LLC. Revoir maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan and Texas. Creativeone Wealth, LLC is a registered investment firm that has its headquarters in Leawood, KS. It has offices in 108 locations and a total of 169 advisors. It handles $3 billion in total assets between its 19,806 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 14 charities and foundations. Of its 19,806 accounts, just 7% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a diverse assortment 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 for financial advisory services are based on which services are provided. However, fee types charged by Creativeone Wealth, LLC most likely are comprised 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
William Revoir Work History
William has been registered as a financial advisor for 4 years.*
Changepath, LLC
Quest Financial, LLC
Global Financial Private Capital
William J. Revoir & Associates
*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 William Revoir 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
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Leawood, KS
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