Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kuhni is an Investment Advisor Representative with Creativeone Wealth, LLC. Jeffrey is registered with the state of Utah. Jeffrey has been working in the financial services industry since 2012. Jeffrey provides financial planning, portfolio management for individuals, portfolio management for investment companies, and other advisory services. Jeffrey specializes in financial planning for individuals and families. He is also knowledgeable about investment companies and pooled investment vehicles.
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
UT
12/06/2024 - Present
Creativeone Wealth, LLC (Oren UT)
IA
Issued 08/30/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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