Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Jaksa iii is an investment advisor representative associated with Creativeone Wealth, LLC in Overland Park, Kansas. Frank has been in the financial services industry since 2003. Frank specializes in providing investment advice to high-net-worth individuals, businesses, corporations, investment companies, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Frank has several years of experience managing assets for clients and specializes in financial planning, educational seminars, and portfolio management. Frank is registered as an Investment Advisor Representative in Kansas. In addition to his role at Creativeone Wealth, LLC, Frank is also a licensed insurance agent. Frank is an experienced advisor who is dedicated to providing high-quality financial advice to his clients.
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
02/27/2018 - Present
Creativeone Wealth, LLC (SHAWNEE KS)
MN
03/02/2004 - 07/13/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 12/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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