James Winokur

from Creativeone Wealth, LLC
SEC regulated
Regulated Investment Advisor
James Winokur is a financial advisor based in Kansas, Overland Park, with 13 years of experience. James currently works for Creativeone Wealth, LLC. James maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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James Winokur works at Creativeone Wealth, LLC
Creativeone Wealth, LLC is a financial advisory firm based in Overland Park, Kansas. It currently has approximately $2,879,545,390 of assets under management and employs about 169 people. Creativeone Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and sub-adviser fees/solicitor fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and sub-adviser fees/solicitor fees
Office location
6330 Sprint Pkwy, Suite 400, Overland Park, Kansas, 66211

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