Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis Wilson is a financial advisor with Creativeone Wealth, LLC, based in Overland Park, KS. Curtis specializes in retirement planning, investment management, and financial planning. Curtis has been in the financial services industry for over 20 years and has a wide range of experience in serving individuals, families, and businesses.
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
01/04/2021 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
OK
07/09/2015 - 12/31/2020
SECURITIES AMERICA, INC. (TULSA OK)
OK
11/19/2012 - 07/21/2015
LPL FINANCIAL LLC (TULSA OK)
CO
03/29/2004 - 12/31/2004
GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)
NY
01/11/1999 - 04/01/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/12/1989 - 01/08/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
04/12/1989 - 10/04/1989
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MO
07/23/1986 - 10/04/1989
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BC
Issued 12/01/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1993
Series 31 - Futures Managed Funds Examination
Active
Inactive
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