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KL

Kelly T. Landry

CREATIVEONE WEALTH
Kansas City, MO
Some features on this profile are disabled
CRD#: 3236663
KL

Professional summary

Kelly Therese Landry, ChFC®, who also goes by Kelly T Hughes, Kelly Therese Hughes, Kelly Therese Inga, Kelly T Pogue, Kelly Therese Pogue, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Kansas City, Missouri.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Kelly has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kelly T Hughes | Kelly Therese Hughes | Kelly Therese Inga | Kelly T Pogue | Kelly Therese Pogue

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) Kelly T Landry (DBA - CONA Wealth, CONA Wealth, Inc.; Investment related; 2601 NW 80th St, KCMO 64151; Life Insurance and Annuity Sales; Insurance Agent; 05/1999; 120 hrs/mo; 120 hrs/mo 2.) Real Estate Brokers License; Not investment related; 2601 NW 80th St, KCMO 64151; Referrals; 5/2003; 1 hr/mo; 1 hr/mo 3.) Soroptimist International of Kansas City Northland; not investment related; 1709 Spruce Street Philadelphia, PA 19103-6103; Service organization (501(c)(3)) that does service and fundraising to help girls and women achieve economic empowerment; South Central Region Secretary; 1/2025/Member of Soroptimist since 4/2010; 12 hrs/mo; 2 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Therese Landry's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
ChFC®

Chartered Financial Consultant

Experience

Current

July 9, 2018 - Present

CREATIVEONE WEALTH, LLC

Office #2: 1201 N.w. Briarcliff Parkway 2nd Floor, Kansas City, MO 64116
RIA
CRD#: 281213
Kansas City, MO
Past

January 14, 2014 - August 9, 2018

CONA INVESTMENT ADVISORS, LLC

RIA
CRD#: 154483
LA VERNE, CA
Past

January 4, 2010 - December 31, 2013

CAPITAL FINANCIAL SERVICES, INC.

RIA
CRD#: 8408
SANTA CLARITA, CA
Past

January 4, 2010 - December 31, 2013

CAPITAL FINANCIAL SERVICES, INC.

BD
CRD#: 8408
SANTA CLARITA, CA
Past

August 22, 2007 - December 31, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
LOS ANGELES, CA
Past

August 22, 2007 - December 31, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
LOS ANGELES, CA
Past

January 11, 2006 - August 22, 2007

HBW SECURITIES LLC

BD
CRD#: 136959
VALENCIA, CA
Past

October 31, 2003 - December 31, 2005

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
VALENCIA, CA
Past

January 1, 2002 - October 31, 2003

MM ASCEND LIFE INVESTOR SERVICES, LLC

BD
CRD#: 36451
CINCINNATI, OH
Past

November 5, 2001 - January 1, 2002

IAC SECURITIES, INC.

BD
CRD#: 14081
TINLEY PARK, IL
Past

June 18, 1999 - September 27, 2001

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC

CRD#: 281213 / SEC#: 801-106677

RIA
Registered Investment Advisory firm - (9/25/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(7/9/2018)
IAR
Missouri
(7/16/2018)
IAR
Texas
(8/13/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/18/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/17/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/2/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/17/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/2/2002
Investment Company Products/Variable Contracts Principal Examination

Current Firm

CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC

CRD#: 281213 / SEC#: 801-106677

RIA
Registered Investment Advisory firm - (9/25/2015 Approved)
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Contact information

Main Address
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211
Mailing Address
Phone number
(913) 402-7897
Established
Firm type
Fiscal year end
# of Employees
217

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CREATIVEONE WEALTH ADV PART 2A 03.31.2025 (4/15/2025)

Regulatory assets under management

Total Number of Accounts29,437
AUM (Assets Under Management)$ 4,828,907,475

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CREATIVEONE WEALTH, LLC

CRD#: 281213Kansas City, MO

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