Danny Ward
Danny Ward is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 30 years of industry experience. Danny 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 (2)
Judgment / Lien
May 2015Customer Dispute
September 2012Other Business ActivitiesSells Insurance
Danny is the president of C10 Financial, where he sells health, life, annuity, and long-term care insurance products. This takes about three-quarters of his time, with about half of his time spent during securities trading hours.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Retirement Wealth Advisors, LLC
Bedrock Investment Advisors
Planmember Securities Corporation
Planmember Securities CorporationBroker
Legend Advisory CORP
Legend Equities CorporationBroker
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
Calton & Associates, INC.Broker
Garco Equity Sales, INC.Broker
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.