Greg
Greer
Creativeone Securities, LLC
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About this Advisor
Greg Greer is a financial advisor based out of Leawood, Kansas with a total of 3 years of industry experience. Greer is on the advisory team at Creativeone Securities, LLC. Throughout their career, they have worked at Cetera Advisors, LLC, United Planners Financial Services, Greg Greer - Sole Proprietor, Client One Securities, LLC, Liebau Greer Wealth Management Group (Dba), Lg Advisory Group, LLC and Greer Financial Solutions, LLC (Dba). Greer maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Kansas. Creativeone Securities, LLC is a financial advisory business based out of Leawood, KS. The firm has offices in 125 locations and a total of 180 advisors. It handles $2 billion in assets among its 20,986 customer accounts, placing it among the largest firms in the United States by assets under management. Of its 20,986 client accounts, 17% belong to high-net-worth individuals who have more than $1 million in investable assets. The business has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually depend on which services are offered. Fees charged by Creativeone Securities, LLC can include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Creativeone Securities, LLC Brokerage Details
$1,716,928,244
180
20,986
$81,813
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Greg Greer Work History
Greg has been registered as a financial advisor for 3 years.*
Client One Securities, LLC
Greer Financial Solutions, LLC (Dba)
Greg Greer - Sole Proprietor
United Planners Financial Services
Lg Advisory Group, LLC
Liebau Greer Wealth Management Group (Dba)
Cetera Advisors, 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 Greg Greer 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
Leawood, KS
Englewood, CO
Leawood, KS
Owings Mills, MD
Leawood, KS
Leawood, KS
Jefferson City, MO
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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