Tyler
Sullivan

Creativeone Securities, LLC

CRD#5401187
Investment Advisor
in Leawood, KS

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About this Advisor

Tyler Sullivan is a financial advisor who works in Leawood, Kansas, who has 4 years of relevant experience. Sullivan is an advisor for Creativeone Securities, LLC. During their career, Sullivan has held roles at Edward Jones and Client One, LLC. Sullivan maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and Oklahoma. Creativeone Securities, LLC is a registered investment firm that has its headquarters in Leawood, KS. The company has offices in 125 locations and a total of 180 people on staff. It handles $2 billion in assets under management 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% are held by high-net-worth investors who have greater than $1 million in assets. Creativeone Securities, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice typically vary depending on which service is offered. Fees charged by Creativeone Securities, LLC may include any combination of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Tyler Sullivan Work History

Tyler has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Client One, LLC

2007 - 2019 (12 years)

Edward Jones

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

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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