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Theodore Robert Meyer

Creativeone Wealth, LLC

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About Theodore Robert Meyer

Theodore Robert Meyer is a registered investment advisor representative associated with Creativeone Wealth, LLC. Theodore Robert Meyer has been in the industry since March 2006. Theodore Robert Meyer is a registered investment advisor representative in Arizona. Theodore Robert Meyer has passed the Uniform Investment Adviser Law Examination (Series 65) and has a total of 1 state exam. Theodore Robert Meyer has been associated with Creativeone Wealth, LLC since January 2017. Theodore Robert Meyer's firm is located in Overland Park, KS and has approximately 21,910 client accounts with $3,430,274,685 in assets under management. Creativeone Wealth, LLC provides financial planning, portfolio management for individuals, portfolio management for investment companies, educational seminars, publication of periodicals, selection of other advisors, and sub-adviser services.

Firm Information

Theodore Meyer 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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Theodore Meyer’s Registration & Firm History

AZ

01/26/2017 - Present

Creativeone Wealth, LLC (Scottsdale AZ)

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Licenses & Designations

IA

Issued 03/01/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theodore Robert Meyer.
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