Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
29yrs
Danny Ward is a fiduciary financial advisor in Overland Park, Kansas, with 29 years in the industry. Danny joined Creativeone Wealth in 2026, after two years at Brookstone Wealth Advisors and a year at Bedrock Investment Advisors. Creativeone Wealth offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 16% by experience in Overland Park
Office6330 Sprint Parkway Suite 400, Overland Park, KS 66211
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$264,766
Advisors at the firm218
States licensed ?1 state
Services through Creativeone Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowCreativeone Wealth, LLCCurrent firm
- 2018 – 2021Brookstone Wealth Advisors, LLCPreviously
- Nov 2017 – Aug 2018Bedrock Investment AdvisorsPreviously
- 2015 – 2017Planmember Securities CorporationPreviously
- 2003 – 2013Legend Advisory, LLCPreviously
- 1998 – 2003Voya Financial Advisors, Inc.Previously
Questions to ask Danny
Tailored to Danny’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Danny
How do I contact Danny?
Call Creativeone Wealth at (913) 402-7897 and ask for Danny Ward. Danny works from the Overland Park, KS office.
How long has Danny been a financial advisor?
Danny has been in the industry since 1998, about 29 years. Top 16% by experience in Overland Park.
What licenses does Danny hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Danny a fiduciary?
Danny is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danny paid?
Creativeone Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Danny for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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