Adam
Carpenter

Creativeone Securities, LLC

CRD#7065532
Investment Advisor
in West Des Moines, IA

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About this Advisor

Adam Carpenter is a financial advisor based in West Des Moines, Iowa, working with Creativeone Securities, LLC. Adam has previously held positions at Transamerica Capital Inc, Quantum Asset Management, Great Western Bank, The Parthenon, Ka-Boomers, Hy-Vee, University Of Nebraska - Full Time Student, Ace Hardware, Creativeone Securities, LLC, and Vestwell. Adam has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Adam is part of Creativeone Securities, LLC, which operates out of West Des Moines, Iowa. The firm has 125 offices and 186 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Creativeone Securities, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

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

417 5Th Street
West Des Moines, IA 50265

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Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,718,842,253

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

186

IA Average: 44
Total Number of Accounts

22,082

IA Average: 4,091
Average Account Size

$77,839

IA Average: $548,316

Investment Advisory Services

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

Adam Carpenter Work History

2024 - Present (0 year)

Creativeone Securities, LLC

2022 - Present (2 years)

Vestwell

2019 - 2021 (2 years)

Transamerica Capital Inc

2018 - 2019 (1 year)

Quantum Asset Management

2018 - 2018 (< 1 year)

Great Western Bank

2017 - 2017 (< 1 year)

The Parthenon

2016 - 2017 (1 year)

Ka-Boomers

2015 - 2015 (< 1 year)

Hy-Vee

2014 - 2018 (4 years)

University Of Nebraska - Full Time Student

2014 - 2014 (< 1 year)

Ace Hardware

Disclosures

Please visit the SEC profile of Adam Carpenter 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

Adam Carpenter
West Des Moines, IA
Karen Zicht
Wichita, KS
Brian Pacen
Owings Mills, MD
Richard Robinson
New Carlisle, IN
Chad Lewis
Camdenton, MO
Michael Mannone
Leawood, KS
Julia Ravensberg
Leawood, KS
Jared Anderson
Topeka, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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