Thomas
Scarpaci

Creativeone Securities, LLC

CRD#1634140
Investment Advisor
in Leawood, KS

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About this Advisor

Thomas Scarpaci is a financial advisor who works out of Leawood, Kansas with a total of 1 year of industry experience. Scarpaci is on the advisory team at Creativeone Securities, LLC. The advisor has gained experience at The Investment Center, Inc, Ic Advisory Services Inc and Client One Securities, LLC. Scarpaci holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in New York. Creativeone Securities, LLC is a financial advisory firm operating out of Leawood, KS. The firm has offices in 125 locations and a total of 180 employees. It manages $2 billion in assets between its 20,986 client accounts, placing it among the largest firms in the country by assets under management. Of its 20,986 customer accounts, 17% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Creativeone Securities, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules depend on the type of financial services. However, fee types billed by Creativeone Securities, LLC most likely include any combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Thomas Scarpaci Work History

Thomas has been registered as a financial advisor for 1 years.*

2017 - Present (7 years)

Client One Securities, LLC

2016 - 2016 (< 1 year)

Ic Advisory Services Inc

2007 - 2016 (9 years)

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