Nathaniel Reeder
Nathaniel Reeder is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 24 years of industry experience. Nathaniel 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
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
Nathaniel is involved in insurance and annuity business through Fortress Wealth Management since 2017. This takes about half of his time, with about a quarter of his time spent during trading hours.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Brokers International Financial Services, LLC.Broker
Brokers Financial
Broker Dealer Financial Services CORP.Broker
Investment Advisors CORP
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Transamerica Capital, INC.Broker
Princor Financial Services CorporationBroker
Donald & CO. Securities INC.Broker
Edward JonesBroker
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.