Linda
Patterson

Creativeone Securities, LLC

CRD#4799187
Investment Advisor
in Leawood, KS

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About this Advisor

Linda Patterson is a financial advisor working out of Leawood, Kansas with a total of 12 years of relevant experience. Patterson is an employee of Creativeone Securities, LLC. They have spent their whole time as a financial advisor at Creativeone Securities, Llc. Patterson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Kansas. Creativeone Securities, LLC is a firm headquartered in Leawood, KS. The investment advisory business has offices in 125 locations and a total of 180 people on staff. It has $2 billion in assets under management among its 20,986 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 20,986 client accounts, 17% are held by high-net-worth investors who have at least $1 million in investable assets. Creativeone Securities, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on the type of services. Fees charged by Creativeone Securities, LLC likely include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 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

6330 Sprint Parkway, Suite 400
Leawood, KS 66211

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Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,716,928,244

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

180

KS Average: 44
Total Number of Accounts

20,986

KS Average: 4,091
Average Account Size

$81,813

KS Average: $548,316

Investment Advisory Services

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

Linda Patterson Work History

Linda has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Client One Securities, 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 Linda Patterson 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

Michael Kloberdanz
Leawood, KS
Daniel Morris
Leawood, KS
Kevin Lutz
Leawood, KS
Brian Pacen
Owings Mills, MD
Byron Larkin
Leawood, KS
Travis Ford
Jefferson City, MO
Michael Musella
Englewood, CO
Michael Axelrod
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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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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