Curtis Wilson
Curtis Wilson is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 38 years of industry experience. Curtis 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 (5)
Customer Dispute
June 2024Customer Dispute
March 2023Customer Dispute
October 2020Financial
October 2017Customer Dispute
September 2000Other Business ActivitiesSells Insurance
Curtis is the owner of Summit Investment Group, LLC, doing business as Curtis Wilson, and is involved in insurance sales since 2004. He focuses on retirement planning through needs-based selling of life insurance, fixed indexed annuities, and potentially health insurance, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Securities America, INC.Broker
Beam Asset Management, LLC
LPL Financial LLCBroker
Summit Investment Group, LLC
Fwc Wealth Advisors LLP
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations3 states
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.