Advisor at CreativeOne Securities, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
CreativeOne Securities, LLC
Location
Overland Park, KS 66211
Credentials
Series 66
Industry experience
24 years
Consulting and Financial Planning fixed fees range from $300 to $10,000 per project
C1S and Representatives earn customary commissions on securities and insurance products sold
Consulting and Financial Planning hourly rates range from $100 to $250 per hour
Consulting Services on-going monthly retainer fee ranges from $50 to $100 per month
Account minimum: $25,000 for management programs except $150,000 for CreativeOne Wealth, LLC Alpha UMA; no minimum for financial planning and consulting services Minimum fee: $300 minimum fee for Consulting and Financial Planning services Fee-only: Consulting and Financial Planning fees charged as fixed fee per project ($300 to $10,000) or hourly rate ($100-$250/hour) with minimum $300; Retirement Plan Services fees from 1.5% to 3.0% annually; CreativeOne Wealth, LLC Platform fees range 0.55% to 2.5% annually; Client Choice Investment Management fees up to 2.00% annually; Separately Managed Account fees negotiated as flat annual fee
CreativeOne Securities, LLC formerly Client One Securities, LLC
2021 - Present (5 years)
Cetera Advisor Networks Llc
2019 - 2021 (2 years)
Summit Financial Group Inc
2016 - 2021 (5 years)
Summit Brokerage Services, Inc.
2016 - 2019 (3 years)
ETA Financial Services
2005 - Present (21 years)
Vsr Advisory Services
2003 - 2016 (13 years)
Vsr Financial Services, Inc
2002 - 2016 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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CFP®, ChFC®, Series 63, Series 66
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Edward Jones
CFP®, ChFC®, Series 66
Topeka, KS
Edward Jones
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