Susan Kay Bartlett
Investment adviser representative at Creativeone Wealth, LLC
18 yearsExperience
1 stateRegistered in
$6.3BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Creativeone Wealth, LLCAug 2023 to now
- Financial Life MattersJan 2023 to now
- RetiredNov 2019 to Jan 2023
- EvergyJun 2018 to Nov 2019
- Kansas City Power and LightJul 2008 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (KS).
Creativeone Wealth, LLC
$6.3BAssets managed
22,291Clients
220Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7791416
- Firm CRD
- 281213