CreativeOne Wealth Email Formats
Financial Services • 
Overland Park, Kansas, United States • 21-50 Employees
CreativeOne Wealth Email Formats
CreativeOne Wealth uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@creativeonewealth.com), used 76.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@creativeonewealth.com | 76.9% |
{first initial}{last name} | jdoe@creativeonewealth.com | 15.4% |
{first initial} | j@creativeonewealth.com | 7.7% |
Key Contacts at CreativeOne Wealth
Matthew Rose
Director Of Business Intelligence
Lance Sparks
Co-Founder And Owner
Company overview
| Headquarters | 6330 Sprint Pkwy, Suite 400, Overland Park, Kansas 66211, US |
| Phone number | +18887982360 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Stocks, RIA, Etfs, Bonds, Investment Marketing, Practice Management, Financial Planning, CRM, Investment Management, Financial Planning Services, Solicitor, Technology Platform, Tamp, Independent Ria, Registered Investment Advisory Firm, Turnkey Asset Management, Tech Stack, Ria Marketing, Bd-Friendly Ria, Iars, Independent Investment Adviser Representative, Investment Adviser Representative, Kc Ria, Kansas City Investment Advisers, Low Cost Ria, Midwest Ria, Platform Trading, Ria Coaching, Ria Scaling, Ria Tech Stack |
| Founded | 2015 |
| Employees | 21-50 |
| Socials |
About CreativeOne Wealth
At CreativeOne Wealth, we deliver technology-driven wealth management tools alongside high-touch consultation to create firm efficiencies for independent investment adviser representatives, sub-advisers, and solicitors. CreativeOne Wealth’s vertically integrated wealth management services coupled with industry-leading marketing helps entrepreneurial-minded wealth managers navigate increasingly dynamic and complex needs. CreativeOne Wealth is an SEC-Registered Investment Advisory firm that delivers an adviser-centric experience empowering financial firms across the U.S. Since its inception, CreativeOne Wealth has been affiliated with CreativeOne Securities, LLC, a FINRA member independent broker-dealer, and Creative One Marketing Corporation (“CreativeOne”), a wholesaler of independent life insurance and annuity products, through common ownership. For more information, visit: creativeonewealth.com or call 888.798.2360. Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
CreativeOne Wealth has 24 employees across 7 departments.
Departments
Number of employees
Funding Data
CreativeOne Wealth has never raised funding before.
CreativeOne Wealth Tech Stack
Discover the technologies and tools that power CreativeOne Wealth's digital infrastructure, from frameworks to analytics platforms.
Security
JavaScript libraries
CDN
JavaScript libraries
Analytics
Security
Analytics
CMS
Tag managers
Reverse proxies
Analytics
Analytics
United Kingdom
Canada
Germany
China
Frequently asked questions
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