Peter
Kushar

Creativeone Securities, LLC

CRD#4027157
Investment Advisor
in Centennial, CO

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About this Advisor

Peter Kushar is a certified financial planner who works in Centennial, Colorado with a total of 11 years of relevant experience. Kushar is an employee of Creativeone Securities, LLC. They have worked at Creativeone Securities, Llc for the entirety of their career. Kushar holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to work in Colorado. Creativeone Securities, LLC is a financial advisory firm operating out of Leawood, KS. The firm has offices in 125 locations and a total of 180 people on staff. It administers $2 billion in assets under management among its 20,986 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 20,986 accounts, 17% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically vary depending on the type of services offered. Fees charged by Creativeone Securities, LLC most likely consist of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

11 years

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

Centennial, CO

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Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,716,928,244

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

180

CO Average: 44
Total Number of Accounts

20,986

CO Average: 4,091
Average Account Size

$81,813

CO Average: $548,316

Investment Advisory Services

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

Peter Kushar Work History

Peter has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Client One Securities, LLC

*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 Peter Kushar 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

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

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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