Robert
Olvera
Creativeone Securities, LLC
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About this Advisor
Robert Olvera is a financial advisor operating in Olathe, Kansas with a total of 2 years of industry experience. Olvera works at Creativeone Securities, LLC. Over the course of their career, Olvera has held roles at Nylife Securities Inc, Eagle Strategies LLC, Allstate Financial Services, Ameriprise Financial Services Inc, Raymond James Financial Services, Inc, Client One Securities, LLC and Raymond James Financial Services Advisors, Inc. Olvera 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 operating out of Leawood, KS. The company has offices in 125 locations and a total of 180 advisors. It controls $2 billion in total assets across its 20,986 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 20,986 accounts, 17% are associated with high-net-worth investors who have more than $1 million in investable assets. Creativeone Securities, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually vary depending on which services the firm provides the client. Fees charged by Creativeone Securities, LLC most likely consist 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
Robert Olvera Work History
Robert has been registered as a financial advisor for 2 years.*
Client One Securities, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Ameriprise Financial Services Inc
Allstate Financial Services
Eagle Strategies LLC
Nylife Securities Inc
*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 Robert Olvera 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
Englewood, CO
Owings Mills, MD
Leawood, KS
Leawood, KS
Leawood, KS
Jefferson City, MO
Leawood, KS
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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