linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kimberly Sara Malesky

Creativeone Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kimberly? Claim Your Profile

About Kimberly Sara Malesky

Kimberly Malesky is a financial advisor in Overland Park, Kansas. Kimberly has been in the financial industry since 2007 and is currently registered with Creativeone Wealth, LLC. Kimberly has also been affiliated with LPL Financial LLC, National Planning Corporation and A. G. Edwards & Sons, Inc. Kimberly is a Certified Financial Planner™ and specializes in providing financial planning, portfolio management, and educational seminars for individuals, families, and businesses.

Firm Information

Kimberly Malesky 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Sub-adviser fees/solicitor fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kimberly Malesky’s Registration & Firm History

KS

12/18/2020 - Present

Creativeone Wealth, LLC (OVERLAND PARK KS)

CA

02/07/2014 - 12/22/2020

LPL FINANCIAL LLC (SANTA BARBARA CA)

CA

03/12/2008 - 09/23/2013

NATIONAL PLANNING CORPORATION (SANTA BARBARA CA)

CA

01/17/2007 - 08/15/2007

A. G. EDWARDS & SONS, INC. (SANTA BARBARA CA)

Not sure if Kimberly Sara Malesky is right for you?

Licenses & Designations

BOTH

Issued 02/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly Sara Malesky.
Not sure if Kimberly Sara Malesky is right for you?