Nicholas Peterson
Nicholas Peterson is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 14 years of industry experience. Nicholas 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
Nicholas is involved in several business activities, including owning a loan with collateral through Finest Food Funding, LLC, tax planning through PH, LLC, and nutritional supplement sales through PKH LLC. He also works as an agent for CreativeOne, selling insurance and annuities, dedicating about a quarter of his time, and serves as President of Peterson Harris Inc, dedicating nearly full-time hours.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Corecap Advisors
Corecap Investments, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
State Registrations1 state
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