Andrew Congleton
Andrew Congleton is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 17 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 22,291 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are negotiable and typically range between 0.25% and 2.25% annually. Some models may exceed 2.00% due to active management and internal holdings.
Fee Estimator
Location
7400 W 130th Street, Suite 130B, Overland Park, KS, 66213
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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
Andrew is a part owner of RCCH, LLC (commercial real estate) and Heritage Planning LLC (financial advisory practice), and an investor in Advanced Medical Imaging, LLC and Date Night, LLC. He is also a financial advisor at Changepath, LLC (full-time) and owns Congleton Advisory Services, LLC, an entity for RIA income (nearly full-time), and sells fixed insurance products (minimal time).
Employment History
Current Registrations
Creativeone Securities, LLCBroker
Creativeone Wealth, LLC
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Dominick & Dominick LLC
Dominick & Dominick LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
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.
Exams
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