Courtney Rader is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 15 years of industry experience. Courtney 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 Parkway, 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.
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Courtney works as a Registration and Licensing Manager for CreativeOne Wealth, an investment advisor firm. This role, involving registration, licensing, and onboarding of advisors, takes about half of Courtney's time.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLC
Creativeone Wealth, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
State Registrations1 state
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