Kimberly Malesky
Kimberly Malesky is a CFP-designated registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 18 years of industry experience. Kimberly 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
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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
Kimberly owns Harmony Investment Management, LLC and is also an insurance agent selling life, health, and annuity products, dedicating a few hours per week to each. She also works as a Certified Divorce Financial Analyst, spending about 10-20% of her time assisting with divorce proceedings, and owns rental real estate property, dedicating minimal time.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Monarch Wealth Strategies
LPL Financial LLCBroker
LPL Financial LLC
Mission Wealth Management, LLC
National Planning CorporationBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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