Michael
Binstock

Creativeone Securities, LLC

CRD#2728462
Investment Advisor
in Chanhassen, MN

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About this Advisor

Michael Binstock is a financial advisor operating in Chanhassen, Minnesota who has 5 years of relevant experience. Binstock is an advisor for Creativeone Securities, LLC. Their career trajectory has included roles at Broker Dealer Financial Services Corp, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Client One Securities, LLC. Binstock maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to work in Minnesota. Creativeone Securities, LLC is a registered investment business that has its headquarters in Leawood, KS. It has offices in 125 locations and a total of 180 people on staff. It oversees $2 billion in total assets across its 20,986 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 20,986 customer accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Creativeone Securities, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually depend on which services the firm provides the client. However, fee types charged by Creativeone Securities, LLC can include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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

7945 Stone Creek Drive #40
Chanhassen, MN 55317

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Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,716,928,244

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

180

MN Average: 44
Total Number of Accounts

20,986

MN Average: 4,091
Average Account Size

$81,813

MN Average: $548,316

Investment Advisory Services

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

Michael Binstock Work History

Michael has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Client One Securities, LLC

2018 - 2018 (< 1 year)

Cambridge Investment Research, Inc

2018 - 2018 (< 1 year)

Cambridge Investment Research Advisors, Inc

2009 - 2018 (9 years)

Broker Dealer Financial Services Corp

*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 Michael Binstock 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
Byron Larkin
Leawood, KS
Travis Ford
Jefferson City, MO
Michael Kloberdanz
Leawood, KS
Michael Axelrod
Leawood, KS
Brian Pacen
Owings Mills, MD

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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