Bryan
Woodell

Creativeone Securities, LLC

CRD#6223187
Investment Advisor
in Leawood, KS

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About this Advisor

Bryan Woodell is a financial advisor based in Leawood, Kansas, working with Creativeone Securities, LLC. Bryan has previously held positions at Bsn Medical, Metlife Securities Inc, Brighthouse Securities, LLC, Creativeone Securities, LLC, Hornor Townsend & Kent, LLC, and Penn Mutual Life Insurance Co. Bryan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Bryan is part of Creativeone Securities, LLC, which operates out of Leawood, Kansas. 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 66

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

$1,718,842,253

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

186

KS Average: 44
Total Number of Accounts

22,082

KS Average: 4,091
Average Account Size

$77,839

KS Average: $548,316

Investment Advisory Services

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

Bryan Woodell Work History

2021 - Present (3 years)

Creativeone Securities, LLC

2019 - 2021 (2 years)

Hornor Townsend & Kent, LLC

2019 - 2021 (2 years)

Penn Mutual Life Insurance Co

2017 - 2019 (2 years)

Brighthouse Securities, LLC

2015 - 2019 (4 years)

Metlife Securities Inc

2014 - 2015 (1 year)

Bsn Medical

Disclosures

Please visit the SEC profile of Bryan Woodell 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

Richard Robinson
New Carlisle, IN
Adam Carpenter
West Des Moines, IA
Brian Pacen
Owings Mills, MD
Jared Anderson
Topeka, KS
Karen Zicht
Wichita, KS
Dennis Mattern
Leawood, KS
Julia Ravensberg
Leawood, KS
Jamie Wilbers
Leawood, 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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