Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Jeanette Saum is a registered investment advisor with Creativeone Wealth, LLC. Sarah Jeanette Saum has been in the industry since 2012 and is licensed in Florida and Michigan. Sarah Jeanette Saum is a wealth manager at Candor Wealth Strategies in Sarasota, Florida. The firm is based in Overland Park, Kansas, and manages approximately $3.43 billion in assets for approximately 21,910 clients. The firm specializes in financial planning, portfolio management for individuals, investment companies, and other investment advisors.
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
08/28/2023 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
IA
Issued 08/30/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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