James Kersey
James Kersey is a ChFC-designated registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 31 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,725 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Wealth (C1W) manages investment portfolios for a fee, which is negotiable and typically ranges from 0.25% to 2.25% of the assets managed. The fee covers analysis, ongoing advisory services, and access to C1W's online platform. Fees are deducted from the client's investment account monthly or quarterly. The rate charged may increase or decrease depending on the model portfolio chosen. C1W also offers a "Total Rate Method" where the rate remains constant regardless of the portfolio selected.
Location
6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is the owner/agent of Lighthouse Financial & Tax, offering securities, financial planning, and insurance sales and services, including index annuities, fixed annuities, and life insurance. This takes nearly all of James's time and occurs during trading hours.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
Gradient Advisors, LLC
Gradient Securities, LLCBroker
Gradient Advisors, LLC
Allstate Financial Services, LLCBroker
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
Locust Street Securities, INC.Broker
San Clemente Securities, INC.Broker
Legacy Financial Services, INC.Broker
San Clemente Securities, INC.Broker
San Clemente Securities, INC.Broker
Brecek & Young Advisors, INC.Broker
Gore-Horvath, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.