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Dylan Daniel james Rauh

Creativeone Wealth, LLC

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About Dylan Daniel james Rauh

Dylan Rauh is an Investment Advisor Representative at Creativeone Wealth, LLC. Dylan has experience in the financial services industry, and holds Series 7TO, Series 66 and SIE licenses. Dylan's current registrations are with the state of Colorado. Dylan has been registered with the state of Colorado since 2023-10-09. Creativeone Wealth, LLC provides a variety of financial services, including financial planning, portfolio management, and educational seminars.

Firm Information

Dylan Rauh 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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Dylan Rauh’s Registration & Firm History

CO

10/09/2023 - Present

Creativeone Wealth, LLC (LAKEWOOD CO)

CO

10/12/2022 - 05/23/2023

EQUITABLE ADVISORS, LLC (ENGLEWOOD CO)

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Licenses & Designations

BOTH

Issued 08/05/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/06/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dylan Daniel james Rauh.
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