Unclaimed
Amber Alyse Cooper is a registered Investment Advisor Representative associated with Creativeone Wealth, LLC. Amber has been in the industry since February 2013 and holds the Series 65 license. Amber has experience in providing investment advisory services to a wide range of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Amber also provides financial planning services and educational seminars. Creativeone Wealth, LLC is a Registered Investment Advisor (RIA) located in Overland Park, KS. The firm manages over $3 billion in assets and has a team of over 180 professionals. The firm offers a variety of investment advisory services, including portfolio management, financial planning, and investment research.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
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2
KS
10/19/2021 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
IA
Issued 07/31/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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