Wayne Brunt
Wayne Brunt is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 31 years of industry experience. Wayne 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
Get directionsHistory
Regulatory History (3)
Judgment / Lien
June 2015Customer Dispute
August 2011Customer Dispute
May 2003Other Business ActivitiesSells Insurance
Wayne is an independent agent at Custom Financial Solutions, selling life insurance and annuities since 2015. This activity takes nearly all of Wayne's time.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
Next Financial Group, INC.Broker
Pruco Securities CorporationBroker
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.