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Todd K
Series 63, Series 65
Vestal, NY
Creativeone Wealth, LLC
Todd Kross is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at multiple firms including M & T Securities, Inc. and Wise Wealth, LLC. In addition to his advisory role, he serves as President and CEO of Kross Financial Services, focusing on alternative investment products. CreativeOne Wealth, LLC provides fee-based asset management and financial planning services to individuals, corporations, and other RIAs, utilizing a mix of proprietary and third-party model portfolios. The firm employs various investment methods, including modern portfolio theory and quantitative analysis, and offers clients diversified portfolios that may include ETFs, mutual funds, options, and private investments.
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