Zachary
Schoene
Creativeone Securities, LLC
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About this Advisor
Zachary Schoene is a financial advisor working out of Leawood, Kansas, with a total of 8 years of relevant experience. Schoene is currently employed by Creativeone Securities, LLC. Their career trajectory has included roles at Missouri State University Bookstore, Great Southern Bank, Wallstreet Group, Paradise and Missouri State University. Schoene maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Missouri. Creativeone Securities, LLC is an advisory company operating out of Leawood, KS. The company has offices in 125 locations and a total of 180 people on staff. It controls $2 billion in assets under management across its 20,986 customer accounts, placing it among the largest firms in the United States by assets under management. Of its 20,986 accounts, 17% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management depend on the financial services provided. However, fees billed by Creativeone Securities, LLC can include some combination 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
Zachary Schoene Work History
Zachary has been registered as a financial advisor for 8 years.*
Paradise
Wallstreet Group
Great Southern Bank
Missouri State University Bookstore
Missouri State University
*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 Zachary Schoene 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
Leawood, KS
Leawood, KS
Jefferson City, MO
Leawood, KS
Leawood, KS
Englewood, CO
Leawood, KS
Owings Mills, MD
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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