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Tagen Michael Lindstrom

Creativeone Wealth, LLC

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About Tagen Michael Lindstrom

Tagen Michael Lindstrom is an Investment Advisor Representative at CreativeOne Wealth, LLC in Overland Park, Kansas. Tagen has been working in the financial industry since 2022 and has a Series 65 license. Tagen specializes in Financial Planning, Portfolio Management for Individuals and Investment Companies. CreativeOne Wealth, LLC is a Registered Investment Advisor (RIA) with a team of experienced financial professionals dedicated to helping clients reach their financial goals. The firm's primary service is providing comprehensive financial planning, investment management, and wealth management services for individuals and families. CreativeOne Wealth, LLC is also a sub-advisor for other firms.

Firm Information

Tagen Lindstrom 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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Tagen Lindstrom’s Registration & Firm History

KS

11/17/2022 - Present

Creativeone Wealth, LLC (Overland Park KS)

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Licenses & Designations

IA

Issued 11/05/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tagen Michael Lindstrom.
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