Chief Operating Officer · Creativeone Wealth, LLC
Matthew S. Kramper
CRD 2750651 · Named on Form ADV at one SEC-registered adviser
At a glance
Creativeone Wealth, LLC, an SEC-registered wealth manager based in Overland Park, KS with $6.3 billion in regulatory assets, lists Matthew S. Kramper on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Creativeone Wealth, LLCChief Operating OfficerWealth manager · Overland Park, KS · $6.3B in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael H MillerOwner, Creativeone Wealth, LLC
- Kenneth R. HymanSenior Vice President, Business Development, Creativeone Wealth, LLC
- Martin J. PfannenstielPresident, Sales & Business Development, Creativeone Wealth, LLC
- Chang ShinChief Compliance Officer, Creativeone Wealth, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.