Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Kennedy is a registered Investment Advisor Representative with CreativeOne Wealth, LLC. Dylan is licensed in Michigan and is currently active in the state of Kansas. Dylan has passed the Uniform Investment Adviser Law Examination (Series 65). Dylan has experience in the financial industry since 2011 and specializes in providing financial planning, investment advice, and portfolio management for individuals, investment companies, and retirement planning. Dylan previously worked with Hudson Agency LLC and Great Wolf Lodge in Traverse City, Michigan.
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
MI
07/24/2024 - Present
Creativeone Wealth, LLC (Traverse City MI)
IA
Issued 06/03/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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