Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Congleton is a financial advisor at Creativeone Wealth, LLC. Andrew has been in the financial services industry since 2009. Andrew is a registered representative in Kansas and Texas. Andrew holds Series 7, Series 66 and SIE licenses. Andrew has experience working with individuals, corporations, charitable organizations and investment companies. Andrew is dedicated to providing clients with comprehensive financial planning services.
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
1
2
KS
01/13/2021 - Present
Creativeone Wealth, LLC (Overland Park KS)
KS
03/25/2017 - 09/27/2018
MML INVESTORS SERVICES, LLC (Overland Park KS)
KS
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
01/04/2011 - 01/02/2015
NEW ENGLAND SECURITIES (OVERLAND PARK KS)
KS
08/17/2009 - 12/20/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
NY
02/24/2009 - 04/09/2009
DOMINICK & DOMINICK LLC (NEW YORK NY)
NY
10/23/2008 - 02/25/2009
OPPENHEIMER & CO. INC. (NEW YORK NY)
BOTH
Issued 11/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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