Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Paul Bard is a registered investment advisor with Creativeone Wealth, LLC in Overland Park, Kansas. Kevin has been in the financial services industry for over 20 years. Kevin holds Series 6, 7, 63 and 65 licenses. Kevin works with individuals, businesses, pension and profit sharing plans, investment companies and charitable organizations. Kevin also offers insurance through Creative Asset Solutions, LLC.
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
05/04/2023 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
MI
03/10/2010 - 11/18/2010
QUESTAR CAPITAL CORPORATION (CLINTON TWP MI)
TN
10/12/2006 - 03/12/2008
SILVER OAK SECURITIES, INCORPORATED (JACKSON TN)
FL
06/20/2001 - 10/21/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
03/31/1999 - 10/18/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/31/1999 - 10/18/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
01/04/1999 - 02/17/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
CT
11/05/1997 - 12/31/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
OH
08/26/1996 - 11/05/1997
VESTAX SECURITIES CORPORATION (HUDSON OH)
GA
04/02/1996 - 09/05/1996
WMA SECURITIES, INC. (DULUTH GA)
MA
07/08/1993 - 03/11/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/08/1993 - 03/11/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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