Jason W. Kaundart

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CRD#: 7532339

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jason Wyatt Kaundart, who also goes by Jason W Kaundart, was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 2022. Jason had worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Jason W Kaundart

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.Kaundart and Associates, LLC; investment-related; 3701 S Pinnacle Hills Pkwy Ste 200 Rogers, AR 72758; This is the LLC that I sell property and casualty, life and annuities under; Manager; 01/2014; 25 hrs/mo; 25 hrs/mo; This is the LLC that I sell property and casualty, life and annuities under. 2.AMERICAN NATIONAL; Investment Related; 3701 Pinnacle Hills PKWY Rogers, AR 72758; sell property casualty, life and annuities, as well as paid overwrites to hire, train and develop licensed property & casualty, life & annuity agents.; Agent 2010 and Agency General Agent; 2014; 10 hrs/mo; 8 hrs/mo; paid overwrites to hire, train and develop licensed property & casualty, life & annuity agents 3. Lighthouse IFG (Insurance and Financial Group); Website; Marketing Purposes 4. Lighthouse Planning Partners- investment-related; 3701 S Pinnacle Hills Pkwy Ste 200 Rogers,AR 72758; Financial planning and Investment management

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

None

Experience

Past

February 24, 2023 - December 31, 2024

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Rogers, AR

Past

April 7, 2022 - March 1, 2023

BFC PLANNING, INC.

RIA

CRD#: 119682

ROGERS, AR

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".

CREATIVEONE WEALTH, 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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/17/2022

Uniform Investment Adviser Law Examination

Current Firm

CREATIVEONE WEALTH, 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)

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 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.

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Jason W. Kaundart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

BFC PLANNING, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2022

Current Firm

CREATIVEONE WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREATIVEONE WEALTH, LLC

TRUST BUT VERIFY

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