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Sara Renee Hornick

Creativeone Wealth, LLC

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About Sara Renee Hornick

Sara Renee Hornick is a financial advisor in Traverse City, MI, who has been in the industry since January 2017. Sara is currently registered with CreativeOne Wealth, LLC, and is also registered with the state of Michigan. Sara has worked with various clients in the past, including individuals, high-net-worth individuals, corporations, investment companies, and pension plans.

Firm Information

Sara Hornick 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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Sara Hornick’s Registration & Firm History

MI

12/19/2022 - Present

Creativeone Wealth, LLC (Traverse City MI)

MI

01/23/2017 - 12/15/2022

USA FINANCIAL SECURITIES CORPORATION (Traverse City MI)

CO

05/21/2012 - 09/20/2012

THE LEADERS GROUP, INC. (LITTLETON CO)

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Licenses & Designations

BOTH

Issued 05/23/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/31/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 6 public disclosures for Sara Renee Hornick. Review regulatory record here.
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