Invested Better
Unclaimed

Unclaimed

Unclaimed

Nathaniel Larue Reeder

Creativeone Wealth, LLC

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

About Nathaniel Larue Reeder

Nathaniel Larue Reeder is an active Investment Advisor Representative at Creativeone Wealth, LLC. Nathaniel has been in the industry since 2000, having previously worked with Brokers International Financial Services, LLC., Broker Dealer Financial Services Corp., First Heartland Capital, Inc., Transamerica Capital, Inc., Princor Financial Services Corporation, Donald & Co. Securities Inc., and Edward Jones. Nathaniel has passed the Series 63, Series 65, Series 7, Series 4 and SIE exams.

Firm Information

Nathaniel Reeder 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

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.

Nathaniel Reeder’s Registration & Firm History

KS

10/18/2021 - Present

Creativeone Wealth, LLC (OVERLAND PARK KS)

IA

01/03/2017 - 10/19/2021

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Urbandale IA)

IA

11/22/2013 - 12/31/2016

BROKER DEALER FINANCIAL SERVICES CORP. (JOHNSTON IA)

IA

08/09/2011 - 11/19/2013

FIRST HEARTLAND CAPITAL, INC. (WINDSOR HEIGHTS IA)

CO

01/08/2009 - 12/04/2009

TRANSAMERICA CAPITAL, INC. (DENVER CO)

IA

01/16/2002 - 06/30/2008

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NJ

05/17/2000 - 09/06/2001

DONALD & CO. SECURITIES INC. (TINTON FALLS NJ)

MO

03/16/1999 - 05/15/2000

EDWARD JONES (ST. LOUIS MO)

Not sure if Nathaniel Larue Reeder is right for you?

Licenses & Designations

IA

Issued 12/11/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/14/2014

Series 24 - General Securities Principal Examination

BC

Issued 04/02/2014

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathaniel Larue Reeder.
Not sure if Nathaniel Larue Reeder is right for you?