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Lars Larsen

Creativeone Wealth, LLC

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About Lars Larsen

Lars Larsen is a financial advisor with Creativeone Wealth, LLC. Lars has been in the financial services industry for 15 years and has a wide range of experience in investment advice and financial planning. Lars is licensed in California and Kansas and has been active in the industry for several years. In addition to his advisory role at Creativeone Wealth, Lars is also the owner and insurance agent for Heritage Financial North where he provides insurance and annuity sales. Lars is a highly respected and knowledgeable financial advisor who is dedicated to helping his clients achieve their financial goals.

Firm Information

Lars Larsen 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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.

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fixed fees

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

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percentage of assets

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

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other

Sub-adviser fees/solicitor fees

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Lars Larsen’s Registration & Firm History

KS

12/11/2017 - Present

Creativeone Wealth, LLC (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 06/30/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lars Larsen.
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