Fort Scott, KS Office
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Creativeone Wealth, LLC
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About
CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals (including high‑net‑worth clients), corporations and plan sponsors, and other RIAs through sub‑advisory arrangements. The firm also serves as a sub‑adviser to external advisory programs and to the AdvisorShares STAR™ Global Buy Write ETF (VEGA), alongside offering unified managed account and private investment options to eligible clients.
C1W manages primarily discretionary accounts using a mix of proprietary model portfolios and third‑party/boutique managers, with methods that include modern portfolio theory, fundamental, technical and quantitative analysis. Portfolios typically employ ETFs and mutual funds (with tax‑aware and ESG variants available), supplemented by individual equity managers, options strategies and select private or illiquid investments, while IARs collaborate with clients to set objectives and conduct ongoing monitoring and rebalancing.
Distinctive operational features disclosed in the brochure include affiliations with an in‑house broker‑dealer and an insurance marketing affiliate (CreativeOne Securities and CreativeOne Marketing), a paid sub‑advisory relationship with an ETF (VEGA), and various compensation arrangements such as strategic sponsor marketing payments and forgivable transition loans to some Investment Adviser Representatives. These arrangements are identified in the brochure as potential conflicts of interest and are subject to the firm’s disclosures and supervisory procedures, which clients are advised to review.
Based on Creativeone Wealth, LLC
Expertise
Based on Creativeone Wealth, LLC
Location
Fort Scott KS
Advisors at this office
2
Advisors at this office
Chad C
Series 63, Series 65
Fort Scott, KS
Creativeone Wealth, LLC
Chad Cosens is a financial advisor with Creativeone Wealth, LLC who holds Series 63 and Series 65 credentials and has 14 years of industry experience. He previously worked at Compass Financial Advisors and HBW Advisory Services LLC. Outside of his advisory roles, he serves on the Board of Trustees for Fort Scott Community College and operates Cosens Aviation as a contract pilot. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm primarily manages discretionary accounts using a combination of proprietary model portfolios, third-party managers, and various investment strategies, including ETFs, mutual funds, options, and select private investments.
Aaron M
Series 65
Fort Scott, KS
Creativeone Wealth, LLC
Aaron Malone is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 credential and with one year of industry experience. He has worked at CreativeOne Wealth and 1842 Wealth Management since 2024 and has managed sales for Win-Vent Windows since 2006. Outside of advisory work, Malone coaches various youth sports teams and serves as an elder on the board of Community Christian Church in Fort Scott, KS. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored assessments, regular rebalancing, and the use of sub-advisers across a large enterprise platform.
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