Creativeone Securities, LLC
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Learn more about Creativeone Securities, LLC
Overview
Creativeone Securities, LLC is a financial advisor firm headquartered in Leawood, Kansas. The firm controls $1.7 billion in assets across 20,986 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management (AUM). Creativeone Securities, LLC has a large team, including 118 financial advisors. Creativeone Securities, LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as options, bonds and stocks.
Creativeone Securities, LLC oversees more than half of the firm's accounts on a discretionary basis. Discretionary management is a structure in which buy and sell decisions are made by a portfolio manager without needing to seek the client's consent. Creativeone Securities, LLC also administers 36 non-discretionary accounts totaling $69.2 million in assets. Creativeone Securities, LLC's average account size is $81,813. The typical financial advisor at Creativeone Securities, LLC manages about 178 client accounts.
Creativeone Securities, LLC's main office is at 6330 Sprint Parkway, Suite 400, Leawood, Kansas 66211. The company is permitted to serve clients throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Creativeone Securities, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1.7 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
180
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
20,986
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$81.8 thousand
Products and Services
Creativeone Securities, LLC provides a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the prior fiscal year, the firm provided financial planning services to 11-25 of its clients. The company is involved in selling products or offering services aside from investment advice to its customers. The company is also affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Creativeone Securities, LLC can be comprised of any combination of the following fee structures: asset-based or hourly. The firm participates in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Creativeone Securities, LLC provides services to retail investors, high net worth investors, pension plans and corporations. Out of its 20,986 accounts, Creativeone Securities, LLC's largest client type is retail investors, although it also caters to 3,493 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 16.64%
- Other Individuals - 83.24%
- Corporations - 0.12%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Creativeone Securities, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Creativeone Securities, LLC
Leawood, KS
Jefferson City, MO
Leawood, KS
Leawood, KS
Leawood, KS
Englewood, CO
Owings Mills, MD
Leawood, KS
Leawood, KS
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.