Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Wiegers is an investment advisor representative at Creativeone Wealth, LLC. Patrick has been in the financial services industry since 2017. Patrick is registered with both the states of Missouri and Texas. Patrick also serves as a board member for the Play Young Professionals board, and is a board member for the SLUH Alumni board.
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
12/22/2023 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
MO
10/11/2021 - 12/22/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAINT CHARLES MO)
BOTH
Issued 12/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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