Trust Services
Managing a loved one’s estate or trust is deeply personal and often overwhelming. Our experienced team provides peace of mind through professional, impartial administration.
From asset distribution and tax filings to ongoing investment oversight, we handle every detail with precision and care. With our expertise, your family’s legacy is protected, allowing you to focus on what truly matters.
Capitol Federal® Financial Advisors
Your financial goals deserve a thoughtful approach. Capitol Federal® Financial Advisors offer investment advisory services through CreativeOne Wealth, LLC to help you achieve your goals.
Our team combines deep market insight with disciplined portfolio strategies, aligning your investments with your life goals and risk profile. We take time to understand your priorities, risk tolerance and complete financial picture, to create a plan to achieve success.
Private Banking
Exceptional service and personalized expertise. As your trusted wealth manager and partner, we know your circumstances require unique solutions to meet your needs.
Private Banking Services may also include bank deposit and loan products. Member FDIC. Equal Housing Lender.
Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Securities are offered through its affiliate, CreativeOne Securities, LLC, Member FINRA/SIPC. Capitol Federal® is not affiliated with CreativeOne Wealth, LLC or CreativeOne Securities, LLC.
Licensed insurance professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results. This material is for informational purposes only and should not be construed as a recommendation or advice for your particular circumstances.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products.
Additional details including potential conflicts of interest are available in our firm’s Form ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
Form ADV Part 2A
Form CRS
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We are not affiliated with or endorsed by any government agency and do not provide tax or legal advice.