Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norbert? Claim Your ProfileNorbert Vonnegut is an Investment Advisor Representative with CreativeOne Wealth, LLC. He is registered with the state of Rhode Island and South Carolina. Norbert has over 25 years of experience in the financial services industry, having worked with several firms, including Morgan Stanley & Co., Incorporated, PaineWebber Incorporated and Kidder, Peabody & Co. Incorporated. Norbert holds the Series 7 and Series 63 securities licenses, and the Series 65 Investment Advisor Representative license. Norbert also is a part-time author of fiction and non-fiction about the wealth management industry and owns Second Opinion Wealth Management, a non-investment related business. Norbert specializes in providing financial planning and investment advice to individuals, 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
04/09/2024 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
NY
05/13/1996 - 05/23/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NJ
01/28/1995 - 05/16/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/22/1993 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 12/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Norbert Vonnegut is the right advisor for you? Invested Better is here to help.
