Dylan
Fisher

Creativeone Securities, LLC

CRD#7387514
Investment Advisor
in Chanhassen, MN

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About this Advisor

Dylan Fisher is a financial advisor based in Chanhassen, Minnesota, working with Creativeone Securities, LLC. Dylan has previously held positions at Client One Securities, LLC, Student, Veit & Company, Inc, 3 Plains Outdoor Marketing & Design, Emery's Lawn Care & Roll-Offs, and Western Lakes Financial. Dylan has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Dylan is part of Creativeone Securities, LLC, which operates out of Chanhassen, Minnesota. The firm has 125 offices and 186 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Creativeone Securities, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 66

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

7945 Stone Creek Drive #40
Chanhassen, MN 55317

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Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,718,842,253

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

186

MN Average: 44
Total Number of Accounts

22,082

MN Average: 4,091
Average Account Size

$77,839

MN Average: $548,316

Investment Advisory Services

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

Dylan Fisher Work History

2021 - Present (3 years)

Client One Securities, LLC

2018 - Present (6 years)

3 Plains Outdoor Marketing & Design

2020 - 2020 (< 1 year)

Emery'S Lawn Care & Roll-Offs

2019 - 2021 (2 years)

Western Lakes Financial

2018 - 2018 (< 1 year)

Veit & Company, Inc

2017 - 2017 (< 1 year)

Veit & Company, Inc

2017 - 2021 (4 years)

Student

2010 - 2017 (7 years)

Student

Disclosures

Please visit the SEC profile of Dylan Fisher 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

Bryan Woodell
Leawood, KS
Adam Carpenter
West Des Moines, IA
Jared Anderson
Topeka, KS
Jamie Wilbers
Leawood, KS
Dennis Mattern
Leawood, KS
Richard Robinson
New Carlisle, IN
Julia Ravensberg
Leawood, KS
Michael Mannone
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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