Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Bartlett is a registered Investment Advisor Representative at Creativeone Wealth, LLC. She is a highly experienced financial advisor with expertise in a variety of investment strategies. Susan is dedicated to helping individuals and families achieve their financial goals. She offers personalized financial planning, portfolio management, and insurance services. Susan is passionate about helping her clients make informed financial decisions that will help them achieve their goals. She is licensed to provide financial advice in Kansas.
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
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2
KS
08/24/2023 - Present
Creativeone Wealth, LLC (LAWRENCE KS)
IA
Issued 03/23/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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