AL
AL

Anthony Thanh Le

2 Years 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

Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business Activities

Anthony is involved with Financial Life Matters, providing client services and analyzing retirement accounts. This work takes up nearly all of Anthony's time, including full-time hours during trading hours.

Employment History
Current Registrations
Creativeone Wealth, LLC
December 2022 - Present · 3 yrs 2 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.