Lauren
White
Creativeone Wealth, LLC
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About this Advisor
Lauren White is a financial advisor working out of Leawood, Kansas with a total of 4 years of relevant experience. White is an employee of Creativeone Wealth, LLC. White has gained experience at Client One Securities, LLC, Senior Benefit Services Of Ms, LLC, Chloe And Isabel, Blue Cross Blue Shield Of Ms, Change Path, LLC and American Seniors Benefit, Inc. White holds a Series 65 license, which qualifies them as an investment advisor representative, and can work in Mississippi. Creativeone Wealth, LLC is an advisory firm that has its headquarters in Leawood, KS. It has offices in 108 locations and a total of 169 employees. It manages $3 billion in assets under management across its 19,806 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 14 charitable organizations. Of its 19,806 client accounts, just 7% are held by high-net-worth clients who have more than $1 million in investable assets. The firm performs a diverse range of services, including 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 usually depend on which services the firm provides the client. Fees billed by Creativeone Wealth, LLC can consist 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
Lauren White Work History
Lauren has been registered as a financial advisor for 4 years.*
Change Path, LLC
American Seniors Benefit, Inc
Senior Benefit Services Of Ms, LLC
Client One Securities, LLC
Chloe And Isabel
Blue Cross Blue Shield Of Ms
*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 Lauren White 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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Scappoose, OR
Leawood, KS
Santa Barbara, CA
Pensacola, FL
Olathe, KS
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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