At the intersection of experience and solutions.
Our team of qualified professionals provides personalized strategies
tailored to your unique needs.
History of CreativeOne Advisors Group
Our firm has served families in the Kansas City metropolitan area since 2003. We have evolved over the years and in 2010 we became known as KC Financial Advisors under the ownership of David Dickens. In November 2021, CreativeOne Wealth LLC (C1W) purchased KC Financial Advisors advisory business with Mr. Dickens continuing to manage the firm. As affiliates of C1W, we have a strict standard of fiduciary duty of care* and loyalty to you. This requires us to provide impartial and objective advice that’s based on your specific circumstances and investment objectives.
A legacy of service.
CREATIVEONE WEALTH
CreativeOne Wealth is registered as a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). We adhere to specific regulatory standards and disclosure requirements designed to protect investors. As an RIA we have a fiduciary duty to act in the best interests of our clients*. We prioritize our clients' interests above our own to provide advice that is suitable and beneficial to the client's financial situation and goals.
As of June 2024, CreativeOne Wealth has over $4.5 Billion in Assets under Administration and is part of the CreativeOne family of companies. CreativeOne was established over 40 years ago and collectively the companies provide Insurance, Wealth Management and Securities related services.
Dave Cox
Wealth Advisor
CreativeOne Advisors Group
David Dickens
President, Chartered Financial Analyst ®
CreativeOne Advisors Group
Alexandria Washington
Director of Operations
CreativeOne Advisors Group
Bennie Lewis IV
Administrative &
Operations Associate
CreativeOne Advisors Group
Ken Hyman
Executive Vice President
CreativeOne Wealth
Matt Heimann
Chief Investment Officer, Chartered Financial Analyst®
CreativeOne Wealth
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CreativeOne Advisors Group
Midwest (Headquarters)
10975 Grandview Drive
Building 27, Suite 190
Overland Park, KS 66210
West
4000 Modoc Road, Suite 3
Santa Barbara, CA 93110
Contact:
info@c1advisorsgroup.com
913-317-1414
Useful Links
Disclosure
Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Advisors Group is a DBA of CreativeOne Wealth. Insurance services are offered through Licensed Insurance Professionals.
*Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest.
The CreativeOne family of companies is not affiliated with or endorsed by any government agency, and does not provide tax, legal or estate planning advice or services.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. ** Neither asset allocation nor diversification can ensure a profit or guarantee against losses. None of the information on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
The CreativeOne family of companies includes CreativeOne Wealth, LLC, a Registered Investment Adviser, CreativeOne Securities, LLC, Member FINRA/SIPC and a Registered Investment Adviser, and Creative One Marketing, LLC. These companies share common ownership.
Additional details are available in our firm's
ADV Part 2A and
Form CRS.