CreativeOne Wealth
Lance Sparks is a Partner and Owner at CreativeOne, Owner and President at Market Synergy Group, Co-Founder and Owner at CreativeOne Wealth, and Partner at Dakota Shy Wine. Previously, Lance held the position of Director at Vision Bank and Senior Vice President at Aviva USA.
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CreativeOne Wealth
At CreativeOne Wealth, we deliver technology-driven wealth management tools alongside high-touch consultation to create firm efficiencies for independent investment adviser representatives, sub-advisers, and solicitors. CreativeOne Wealth’s vertically integrated wealth management services coupled with industry-leading marketing helps entrepreneurial-minded wealth managers navigate increasingly dynamic and complex needs. CreativeOne Wealth is an SEC-Registered Investment Advisory firm that delivers an adviser-centric experience empowering financial firms across the U.S. Since its inception, CreativeOne Wealth has been affiliated with CreativeOne Securities, LLC, a FINRA member independent broker-dealer, and Creative One Marketing Corporation (“CreativeOne”), a wholesaler of independent life insurance and annuity products, through common ownership. For more information, visit: creativeonewealth.com or call 888.798.2360. Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser.
Employees
11-50