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Jack Walker

Creativeone Wealth, LLC

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About Jack Walker

Jack Walker is a registered Investment Advisor Representative associated with Creativeone Wealth, LLC in Overland Park, Kansas and Lakewood, Colorado. Jack has been in the industry since 2019. Jack is a Series 65 licensed individual and has a state exam in the Uniform Investment Adviser Law Examination category. Jack specializes in the following areas: Portfolio Management for Individuals, Portfolio Management for Investment Companies, Financial Planning, Selection of Other Advisers, and Educational Seminars. Jack has experience with clients of various types including individuals other than high-net-worth, high-net-worth individuals, investment companies, charitable organizations, and pension and profit-sharing plans.

Firm Information

Jack Walker 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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Jack Walker’s Registration & Firm History

KS

07/20/2022 - Present

Creativeone Wealth, LLC (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 09/27/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jack Walker.
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