Kelly Landry
Kelly Landry is a registered investment advisor at Creativeone Wealth, LLC, based in Kansas City, MO, with 18 years of industry experience. Kelly 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
1201 N.W. Briarcliff Parkway, 2nd Floor, Kansas City, MO, 64116
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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
Kelly is an insurance agent selling life insurance and annuities since 1999, dedicating nearly full-time hours to this activity. Kelly also has a real estate broker's license and occasionally refers clients, spending minimal time on this.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Cona Investment Advisors, LLC
Capital Financial Services, INC.
Transamerica Financial Advisors, INC.
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.