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Nathan Lehnerz

Creativeone Wealth, LLC

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About Nathan Lehnerz

Nathan Lehnerz is a financial advisor registered with Creativeone Wealth, LLC. Nathan has been in the industry since 2021. Nathan holds a Series 66, Series 7, and Series 6 licenses and has experience working with high net worth individuals, corporations, charitable organizations, pension and profit sharing plans, and individuals other than high net worth.

Firm Information

Nathan Lehnerz 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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Nathan Lehnerz’s Registration & Firm History

CO

05/07/2024 - Present

Creativeone Wealth, LLC (Lakewood CO)

CO

07/18/2022 - 04/16/2024

MML INVESTORS SERVICES, LLC (DENVER CO)

CO

04/29/2021 - 04/11/2022

EQUITABLE ADVISORS, LLC (LAKEWOOD CO)

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Licenses & Designations

BOTH

Issued 12/04/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/28/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Lehnerz.
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