Levi Huncovsky
Levi Huncovsky is a registered investment advisor at Creativeone Wealth, LLC, based in McPherson, KS, with 16 years of industry experience. Levi 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
224 S Main Street, McPherson, KS, 67460
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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
Levi owns L&L Advisors, LLC, selling life insurance, Medicare supplements, and annuities, dedicating about 10-20% of his time. He also owns Huncovsky Properties, LLC (rental real estate), Changepath, LLC (registered investment advisor), Hillcrest Benefits (Medicare contracting and sales), and Lauck Insurance (property and casualty insurance).
Employment History
Current Registrations
Creativeone Wealth, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Client One Securities LLC
United Capital Management of Kansas, INC.
Sterne Agee Asset Management, INC.
SA Stone Wealth Management INC.Broker
State Registrations5 states
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