Karen
Zicht

Creativeone Securities, LLC

CRD#5621873
Investment Advisor
in Wichita, KS

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About this Advisor

Karen Zicht is a financial advisor based in Wichita, Kansas, working with Creativeone Securities, LLC. Karen has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Publix Supermarkets, Ziad Jabara Cpa, P.A, Creativeone Securities, LLC, and Us Health Advisors. Karen has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Karen is part of Creativeone Securities, LLC, which operates out of Wichita, 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 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

Wichita, KS

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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

Karen Zicht Work History

2024 - Present (0 year)

Creativeone Securities, LLC

2023 - Present (1 year)

Ziad Jabara Cpa, P.A

2014 - Present (10 years)

World Financial Group, Inc

2017 - 2017 (< 1 year)

Publix Supermarkets

2016 - 2016 (< 1 year)

Us Health Advisors

2014 - 2023 (9 years)

Transamerica Financial Advisors, Inc

Disclosures

Please visit the SEC profile of Karen Zicht 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

Dennis Mattern
Leawood, KS
Adam Carpenter
West Des Moines, IA
Karen Zicht
Wichita, KS
Richard Robinson
New Carlisle, IN
Chad Lewis
Camdenton, MO
Michael Mannone
Leawood, KS
Jared Anderson
Topeka, 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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