Direct Wealth Advisors
  • Home
  • About
  • Resources
  • Services
  • How We Do Our Work
  • Contact
  • Client Access
    • Change Path GeoWealth
    • Charles Schwab
    • Equitable
    • Jackson
    • Metlife
  • Home
  • About
  • Resources
  • Services
  • How We Do Our Work
  • Contact
  • Client Access
    • Change Path GeoWealth
    • Charles Schwab
    • Equitable
    • Jackson
    • Metlife

​YOU ARE NOW LEAVING THE DIRECT WEALTH ADVISORS SITE AND WILL BE ENTERING THE CHARLES SCHWAB & CO. INC. ("SCHWAB") WEBSITE.

Schwab is a registered broker-dealer and is not affiliated with Direct Wealth Advisors or any advisor(s) whose name appear(s) on this Website. Direct Wealth Advisors is independently owned and operated. Schwab has agreements with Direct Wealth Advisors under which Schwab provides services related to your account. Schwab does not review the Direct Wealth Advisors website and makes no representation regarding the content of the website.  The information contained in the Direct Wealth Advisors website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
Continue to Schwab

direct wealth advisors 

8900 Indian Creek Parkway, Bldg. 6, Suite 220
Overland Park KS 66210
Office: 913-222-1460
Fax: 913-222-1461
Brian Direct: 913-222-1462
Clayton Direct: 913-222-1463
Em. Info@directwealthadvisors.com
Picture
Picture
HOME
ABOUT
SERVICES
HOW WE DO OUR WORK 
RESOURCES 
CONTACT
Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC.  Investment advisory services offered by duly registered individuals on behalf of CreativeOne Wealth, LLC,. A Registered Investment Advisor.  DirectWealth Advisors, CreativeOne Wealth, LLC and CreativeOne Securities, LLC are separate entities.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19409 - 2019/10/22
​
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.