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Morgan Lorin Ballew

Creativeone Wealth, LLC

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About Morgan Lorin Ballew

Morgan Lorin Ballew is an Investment Advisor Representative at Creativeone Wealth, LLC. Morgan is registered with the state of Kansas and has been in the industry since November 2019. Morgan has a Series 65 license. Morgan specializes in providing financial planning, portfolio management for individuals and investment companies, educational seminars, selection of other advisors and sub-adviser services. In addition to Creativeone Wealth, LLC, Morgan has previously worked for Walmart, McDonalds, Cafe Del Rio and Pittsburg State University. Morgan's firm Creativeone Wealth, LLC has over 188 investment advisor representatives and manages over $3.4 billion in assets.

Firm Information

Morgan Ballew 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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Morgan Ballew’s Registration & Firm History

KS

11/14/2022 - Present

Creativeone Wealth, LLC (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 11/12/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Morgan Lorin Ballew.
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