CreativeOne Wealth Employee Directory

Q: What is CreativeOne Wealth known for?

CreativeOne Wealth was founded in 2015. CreativeOne Wealth operates in the Financial Services industry.

Q: How many employees does CreativeOne Wealth have currently?

CreativeOne Wealth has approximately 34 employees.

Q: Who are CreativeOne Wealth's key employees and leadership?

CreativeOne Wealth's key employees include: President & Chief Executive Officer: M. G., Chief Investment Officer: M. H., Chief Compliance Officer: C. S., Vp Of Business Development/Cco: M. P., Vp Operations: B. A..

Financial ServicesKansas, United States11-50 Employees

At CreativeOne Wealth, we deliver technology-driven wealth management tools alongside high-touch consultation to create firm efficiencies for independent investment adviser representatives, sub-advisers, and solicitors. 

CreativeOne Wealth’s vertically integrated wealth management services coupled with industry-leading marketing helps entrepreneurial-minded wealth managers navigate increasingly dynamic and complex needs. CreativeOne Wealth is an SEC-Registered Investment Advisory firm that delivers an adviser-centric experience empowering financial firms across the U.S. 

Since its inception, CreativeOne Wealth has been affiliated with CreativeOne Securities, LLC, a FINRA member independent broker-dealer, and Creative One Marketing Corporation (“CreativeOne”), a wholesaler of independent life insurance and annuity products, through common ownership. 

For more information, visit: creativeonewealth.com or call 888.798.2360.

Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser.

Find CreativeOne Wealth employees' phone numbers or email addresses

CreativeOne Wealth Global Highlights

North America
55

United States Of America
55

CreativeOne Wealth's Leadership

M. H.
Chief Investment Officer
Mobile Phone
Email
C. S.
Chief Compliance Officer
Mobile Phone
Email
M. P.
Vp Of Business Development/Cco
Mobile Phone
Email
B. A.
Vp Operations
Mobile Phone
Email
M. G.
President & Chief Executive Officer
Mobile Phone
Email
M. P.
President
Mobile Phone
Email
L. S.
Co-Founder And Owner
Mobile Phone
Email
J. S.
Certified Financial Planner Professional And Owner
Mobile Phone
Email

Contact profiles from CreativeOne Wealth

Name

Title

Contact Info

Location

Last Update

M. H.
Chief Investment Officer
Mobile Phone
Email
United StatesMissouri
Sep 11, 2025
C. S.
Chief Compliance Officer
Mobile Phone
Email
United StatesKansas
Nov 10, 2025
M. P.
President
Mobile Phone
Email
United StatesKansas
Oct 19, 2025
L. S.
Co-Founder And Owner
Mobile Phone
Email
United StatesKansas
Oct 22, 2025
J. S.
Certified Financial Planner Professional And Owner
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
M. P.
Vp Of Business Development/Cco
Mobile Phone
Email
UNITED STATES
Mar 01, 2024
M. G.
President & Chief Executive Officer
Mobile Phone
Email
Oct 17, 2024
B. A.
Vp Operations
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
S. M.
Senior Vice President
Mobile Phone
Email
Oct 22, 2024
M. R.
Director Of Business Intelligence
Mobile Phone
Email
United StatesKansas
Aug 08, 2025

Frequently Asked Questions

What is CreativeOne Wealth known for?

CreativeOne Wealth was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 6330 Sprint Parkway, Suite 400; you can contact the main corporate office by phone at

+1-913-402-****

. Explore CreativeOne Wealth's company overview page for more information.

What is CreativeOne Wealth's most common email format?

CreativeOne Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CreativeOne Wealth email formats with LeadIQ.

How many employees does CreativeOne Wealth have currently?

CreativeOne Wealth has approximately 34 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are CreativeOne Wealth's key employees and leadership?

As of December 2025, CreativeOne Wealth's key employees include:

Chief Investment Officer: M. H.
Chief Compliance Officer: C. S.
Vp Of Business Development/Cco: M. P.
Vp Operations: B. A.
President & Chief Executive Officer: M. G.

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