David
Zofness
Creativeone Securities, LLC
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About this Advisor
David Zofness is a chartered financial consultant working in Saint Louis, Missouri with 6 years of relevant experience. Zofness currently works for Creativeone Securities, LLC. Zofness has gained experience at Edwin R. Cohen & Associates, Lp, Ameritas Investment Corp and Client One Securities, LLC. Zofness holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Missouri. Creativeone Securities, LLC is a financial advisory business operating out of Leawood, KS. The firm has offices in 125 locations and a total of 180 people on staff. It manages $2 billion in total assets among its 20,986 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 20,986 customer accounts, 17% belong to high-net-worth investors who have greater than $1 million in assets. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules are based on which services are offered. Fees charged by Creativeone Securities, LLC most likely include any 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
David Zofness Work History
David has been registered as a financial advisor for 6 years.*
Client One Securities, LLC
Edwin R. Cohen & Associates, Lp
Ameritas Investment Corp
*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 David Zofness 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
Jefferson City, MO
Leawood, KS
Owings Mills, MD
Englewood, CO
Leawood, KS
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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