LH
Levi K. Huncovsky
CREATIVEONE WEALTH
SALINA, KS 67401
Some features on this profile are disabled
CRD#: 5712001
LH
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) L&L ADVISORS, LLC; INVESTMENT-RELATED; 717 ROACH ST, SALINA, KS 67401; LIFE INSURANCE, MEDICARE SUPPLEMENTS, ANNUITIES; OWNER/AGENT; BEGAN JAN 2007; APPROXIMATELY 30 HOURS PER MONTH, WITH 20 HOURS PER MONTH DURING SECURITIES TRADING HOURS; SALES AND SERVICE. (2) HUNCOVSKY PROPERTIES, LLC; INVESTMENT-RELATED; 717 ROACH ST, SALINA, KS 67401; RENTAL REAL ESTATE; OWNER; BEGAN JAN 2021; APPROXIMATELY 0 HOURS PER MONTH, WITH 0 HOURS DURING SECURITIES TRADING HOURS; LANDLORD. (3) CHANGEPATH, LLC; INVESTMENT-RELATED; 717 ROACH ST, SALINA, KS 67401; REGISTERED INVESTMENT ADVISOR; ADVISOR; BEGAN JUNE 2021; APPROXIMATELY 30 HOURS PER MONTH, WITH 30 HOURS DURING SECURITIES TRADING HOURS; MANAGE CLIENT ASSETS. (4) Hillcrest Benefits; Not investment related; 717 Roach St. Salina KS 67401; Medicare; Owner; L&L Advisors; 7/2022; 5 hrs/mo; 5 hrs/mo during trade hours; Helping agents/agencies with medicare contracting and sales; 20K estimated commission; no reps from C1S are affiliated or investors. (5) Lauck Insurance; not investment related; 155A N 7th St Salina, KS 67401; Property and Casualty Insurance; Owner; 10/01/2023; 1hr/mo; 1hr/mo
CRS (Client Relationship Summary) - RIA
Click below to view Levi Kenneth Huncovsky's 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®
NoneExperience
Current
June 14, 2021 - Present
CREATIVEONE WEALTH, LLC
Office #1: 717 Roach St, Salina, KS 67401Office #2: 713 Roach St, Salina, KS 67401Office #3: 2259 S 9th Street, Salina, KS 67401Office #4: 224 S Main Street, Mcpherson, KS 67460RIA
CRD#: 281213
SALINA, KS
Current
June 20, 2017 - Present
CREATIVEONE SECURITIES, LLC
Office #1: 717 Roach St, Salina, KS 67401Office #2: 2259 S. 9th Street, Salina, KS 67401Office #3: 224 S. Main Street, Mcpherson, KS 67460Office #4: 713 Roach Street, Salina, KS 67401RIA
BD
CRD#: 152974
Salina, KS
Past
June 20, 2017 - July 14, 2021
CREATIVEONE SECURITIES, LLC
RIA
CRD#: 152974
Salina, KS
Past
July 2, 2013 - June 20, 2017
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
RIA
CRD#: 157755
SALINA, KS
Past
January 25, 2010 - September 9, 2015
INTL ADVISORY CONSULTANTS INC.
RIA
CRD#: 130888
BIRMINGHAM, AL
Past
September 15, 2009 - June 30, 2017
STONEX SECURITIES INC.
BD
CRD#: 18456
SALINA, KS
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(6/20/2017)
RR
Kansas(6/20/2017)
IAR
Kansas(6/14/2021)
RR
Minnesota(6/20/2017)
RR
Missouri(6/20/2017)
RR
Oklahoma(6/20/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| 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.
