Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Seelye is a registered investment advisor representative with Creativeone Wealth, LLC. Patrick's office is located in Overland Park, KS. Patrick has over 15 years of experience in the financial services industry. Patrick is also the President of Financial Life Matters, LLC, a business consulting and financial education firm. Patrick offers financial planning, investment management and educational seminars. Patrick also has experience with insurance products.
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
08/10/2023 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
KS
04/04/2012 - 12/03/2015
QUESTAR CAPITAL CORPORATION (LAWRENCE KS)
KS
08/31/2010 - 03/26/2012
ALLIANZ LIFE FINANCIAL SERVICES, LLC (TOPEKA KS)
KS
08/06/2008 - 09/03/2010
QUESTAR CAPITAL CORPORATION (TOPEKA KS)
KS
06/11/2003 - 08/17/2006
USALLIANZ SECURITIES, INC. (TOPEKA KS)
BOTH
Issued 05/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2009
Series 24 - General Securities Principal Examination
BC
Issued 12/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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