Alan Kent Suiter

Creativeone Wealth, LLC

41 Years of Experience

6 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning

Creativeone Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

208 advisors

Number of Clients

18,725 clients

Average Client Portfolio

$258K average

Assets Under Management

$4.8B

Fee Structure

Location

3816 S Greystone CT, Springfield, MO, 65804

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History

Regulatory History (6)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2006

Settled

Customer Dispute

March 2006

Settled

Customer Dispute

February 2006

Settled

Customer Dispute

February 2005

Award / Judgment

Regulatory

December 2003

Final

Regulatory

October 1999

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alan operates under the DBA First Financial Consultants, selling various insurance products, and owns 50% of a rental property. He also finds individuals and corporations owed money out of unclaimed property, dedicating a few hours per week to this activity.