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Aaron Kyle Malone

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
18,725 clients
Average Client Portfolio
$258K average
Assets Under Management
$4.8B

Fee Structure

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Location

6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Aaron coaches youth sports teams, provides engineering consultation and sales connections for commercial construction, and serves as an elder at Community Christian Church. He also works as a Sales Manager for Extrusions Inc. / Win-Vent Windows, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
Creativeone Wealth, LLC
July 2024 - Present · 1 yr 7 mos
State Registrations2 states
KSMO
Advisor
Exams
No exam information available for this advisor.