Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Patrick Zimlich is a financial advisor with Creativeone Wealth, LLC. Todd has been in the financial services industry since June 1997. Todd holds the Series 6, Series 63, and SIE licenses and is registered to conduct business in Kansas, Minnesota, Missouri, North Carolina, Oklahoma, Oregon, Texas and Washington. Todd is also registered as an Investment Advisor Representative. Todd is a Chartered Financial Consultant. Todd has experience working with individual investors, high net worth individuals, investment companies, corporations and other businesses, and pension and profit-sharing plans. Todd's primary business is investment advisory services.
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
01/30/2025 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
KS
11/14/2014 - 04/15/2021
SECURITIES AMERICA, INC. (TOPEKA KS)
KS
06/20/1997 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (TOPEKA KS)
BC
Issued 06/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Todd Zimlich is the right advisor for you? Invested Better is here to help.
