Jason Kehler
Jason Kehler is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 16 years of industry experience. Jason 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
Jason works as a stuntman, dedicating a few hours per week. He also owns Kingdom Boardroom, involved in business coaching, insurance, investment sales, and speaking events, taking up a full-time commitment. Finally, Jason is a senior partner/owner of Ephas Financial, a financial services firm, requiring significantly more than full-time hours.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Creativeone Securities, LLCBroker
Ae Wealth Management, LLC
Madison Avenue Securities, LLCBroker
Madison Avenue Securities, LLC
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations1 state
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