Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Kennedy Gardner is an Investment Advisor Representative at Creativeone Wealth, LLC, a firm with a focus on providing financial planning and investment management services. Emily holds a Series 65 license and is registered with the state of California. She has experience in the financial services industry and is committed to helping clients achieve their financial goals. Emily is also a server at the Santa Barbara Bowl Foundation, where she has worked since 2017.
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
08/19/2024 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
IA
Issued 02/09/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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