Jeffrey Winter
Jeffrey Winter is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 14 years of industry experience. Jeffrey 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)
Customer Dispute
September 2008Customer Dispute
February 2006Criminal
November 1995Other Business ActivitiesSells Insurance
Jeffrey is self-employed as an insurance agent, selling life insurance and annuities since 2014. This activity takes about half of his time, and occurs during trading hours.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Strategic Wealth Advisors Group, INC.
Gradient Advisors, LLC
United Advisors Corporation
Investment Centers of America, INC.
Fsc Securities Corporation
H&r Block Financial Advisors, INC.
State Registrations2 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.