Steven
Puckett

Creativeone Securities, LLC

CRD#6787061
Investment Advisor
in Leawood, KS

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About this Advisor

Steven Puckett is a financial advisor based out of Leawood, Kansas with a total of 1 year of industry experience. Puckett is an employee of Creativeone Securities, LLC. Over the course of their career, they have held roles at Financial Security Group Of Az, Inc, Venture Properties, Windermere Norcal Properties, Client One Securities LLC, Fsg Financial Services, Inc and Client One. Puckett holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona. Creativeone Securities, LLC is a financial advisory company that has its headquarters in Leawood, KS. The company has offices in 125 locations and a total of 180 advisors. It administers $2 billion in assets under management among its 20,986 client accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 20,986 customer accounts, 17% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually vary depending on which service is offered. Fee types charged by Creativeone Securities, LLC most likely are comprised of some blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

6330 Sprint Parkway, Suite 400
Leawood, KS 66211

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Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,716,928,244

KS Average: $2,243,162,756
Total Number of Employees

180

KS Average: 44
Total Number of Accounts

20,986

KS Average: 4,091
Average Account Size

$81,813

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Steven Puckett Work History

Steven has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Client One

2018 - 2022 (4 years)

Fsg Financial Services, Inc

2017 - 2017 (< 1 year)

Client One Securities LLC

2016 - 2022 (6 years)

Financial Security Group Of Az, Inc

2014 - 2016 (2 years)

Venture Properties

2011 - 2014 (3 years)

Windermere Norcal Properties

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steven Puckett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Creativeone Securities, LLC

Byron Larkin
Leawood, KS
Michael Musella
Englewood, CO
Kevin Lutz
Leawood, KS
Michael Kloberdanz
Leawood, KS
Brian Pacen
Owings Mills, MD
Travis Ford
Jefferson City, MO
Daniel Morris
Leawood, KS
Michael Axelrod
Leawood, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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