Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Matthew Sullivan is an investment advisor representative at Creativeone Wealth, LLC, with over 9 years of experience in the financial services industry. Kyle holds a Series 7 and Series 66 license. Prior to joining Creativeone Wealth, LLC, Kyle was a financial advisor at Foreside Fund Services, LLC, Transamerica Capital, Inc., Victory Capital Advisors, Inc., and Fidelity Brokerage Services LLC. Kyle specializes in providing investment advice and financial planning to high-net-worth individuals, investment companies, charitable organizations, and pension and profit-sharing plans.
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
06/30/2023 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
ME
08/17/2022 - 05/17/2023
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CO
09/30/2019 - 07/19/2022
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
05/14/2015 - 04/08/2019
VICTORY CAPITAL ADVISERS, INC. (Greenwood Village CO)
CO
11/08/2013 - 04/15/2015
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 06/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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