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Carolyn Shirley Bishop

Creativeone Wealth, LLC

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About Carolyn Shirley Bishop

Carolyn Bishop is a financial professional with over 30 years of experience in the financial services industry. Carolyn is a Certified Financial Planner™ and holds both Series 63 and 65 licenses. Carolyn's previous roles include working with Sorrento Pacific Financial, LLC and Partnervest Securities, Inc. Currently, Carolyn is a registered Investment Advisor Representative with Creativeone Wealth, LLC, serving clients in California and Texas.

Firm Information

Carolyn Bishop is currently registered with Creativeone Wealth, LLC. Creativeone Wealth, LLC is an independent registered investment advisor (RIA) based in Overland Park, Kansas. The firm provides financial planning, portfolio management, and sub-adviser services to individuals, families, corporations, and other entities. Creativeone Wealth, LLC manages over $3.4 billion in assets for a client base of over 21,000. They also conduct educational seminars and publish periodicals.
Creativeone Wealth, LLC

6330 SPRINT PKWY

OVERLAND PARK, KS 66211

$3.43B

Assets Under Management

30

Total Clients

188

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sub adviser services

Sub adviser services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Sub-adviser fees/solicitor fees

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Carolyn Bishop’s Registration & Firm History

KS

11/02/2020 - Present

Creativeone Wealth, LLC (OVERLAND PARK KS)

CA

07/31/2009 - 07/13/2021

SORRENTO PACIFIC FINANCIAL, LLC (OXNARD CA)

CA

07/30/2002 - 07/31/2009

PARTNERVEST SECURITIES, INC. (OXNARD CA)

MA

02/24/1987 - 07/29/2002

LONG GROVE TRADING CO. (BOSTON MA)

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Licenses & Designations

IA

Issued 04/06/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Carolyn Shirley Bishop. Review regulatory record here.
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