Marcus
Hudson

Creativeone Wealth, LLC

CRD#5531484
Investment Advisor
in Leawood, KS

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About this Advisor

Marcus Hudson is a financial advisor working out of Leawood, Kansas with a total of 1 year of industry experience. Hudson is an advisor for Creativeone Wealth, LLC. Their career trajectory has included roles at Farmers Insurance Group, Farmers Financial Solutions, Hudsons Agency LLC, Usa Financial Securities and Creativeone Wealth, LLC. Hudson maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan. Creativeone Wealth, LLC is a registered investment firm based in Leawood, KS. The company has offices in 108 locations and a total of 169 financial advisors. It handles $3 billion in total assets across its 19,806 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 14 charitable organizations. Of its 19,806 client accounts, just 7% are associated with high-net-worth individuals who have greater than $1 million in investable assets. 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. Financial management fee schedules largely vary depending on the financial services offered. However, fee types charged by Creativeone Wealth, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

$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

Marcus Hudson Work History

Marcus has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Creativeone Wealth, LLC

2012 - Present (12 years)

Hudsons Agency LLC

2016 - 2022 (6 years)

Usa Financial Securities

2009 - 2016 (7 years)

Farmers Insurance Group

2009 - 2016 (7 years)

Farmers Financial Solutions

*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 Marcus Hudson 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

Gerard Dougherty
Leawood, KS
Kyle Hammerschmidt
Leawood, KS
Matthew Jandera
Leawood, KS
Jeffrey Schultz
Scappoose, OR
Marco Ginefra
Leawood, KS
Joseph Demeo
Roseville, CA
Robert Barton
Leawood, KS
Ryan Loynd
Leawood, KS

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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