Levi Kenneth Huncovsky
Professional Summary
Levi Kenneth Huncovsky is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Salina, Kansas and CREATIVEONE SECURITIES, LLC located in Salina, Kansas. Levi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Levi has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
Contact Information
Main Address
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211Phone Number
(913) 402-7897# of Employees
222SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
35,425AUM (Assets Under Management)
$6,251,683,061Similar Advisors
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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.
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Primary Firm SEC Registration
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
State Registrations and Notice Filings
(6/20/2017)
(6/20/2017)
(6/14/2021)
(6/20/2017)
(6/20/2017)
(6/20/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Levi Kenneth Huncovsky's CRS (Customer Relationship Summary).
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