Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Landry is an investment advisor representative with Creativeone Wealth, LLC. Kelly has been in the industry for over 20 years. Kelly is registered to provide investment advisory services in California, Missouri and Texas. Kelly provides investment advisory services to individuals, businesses, trusts, corporations, charitable organizations, retirement plans, and investment companies. Kelly also specializes in financial planning and has a real estate broker license. Kelly can be reached at 913-402-7897 or by email at kelly.landry@creativeonewealth.com.
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
08/13/2018 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
CA
01/04/2010 - 12/31/2013
CAPITAL FINANCIAL SERVICES, INC. (SANTA CLARITA CA)
CA
08/22/2007 - 12/31/2009
TRANSAMERICA FINANCIAL ADVISORS, INC (LOS ANGELES CA)
CA
01/11/2006 - 08/22/2007
HBW SECURITIES LLC (VALENCIA CA)
CA
10/31/2003 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (VALENCIA CA)
OH
01/01/2002 - 10/31/2003
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IL
11/05/2001 - 01/01/2002
IAC SECURITIES, INC. (TINLEY PARK IL)
GA
06/18/1999 - 09/27/2001
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/02/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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