BC
BC

Brendon Matthew Christy

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
18,725 clients
Average Client Portfolio
$258K average
Assets Under Management
$4.8B

Fee Structure

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Location

6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brendon is the President of Christy Financial Services, LLC and BK Financial, focusing on insurance solutions and business consulting/advisory, dedicating full-time hours to each. He is also an agent at Financial Life Matters, focusing on insurance and advisory, dedicating full-time hours.

Employment History
Current Registrations
Creativeone Wealth, LLC
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Horter Investment Management, LLC
February 2017 - November 2021 · 4 yrs 9 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.