Bryan
Woodell
Creativeone Securities, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Bryan Woodell is a financial advisor working in Matthews, North Carolina, who has 2 years of industry experience. Woodell is currently employed by Creativeone Securities, LLC. Woodell has gained experience at Auto Bell, Prudential Financial, Bsn Medical, Metlife Securities Inc, Brighthouse Securities, LLC, Client One Securities, LLC, Hornor Townsend & Kent, LLC and Penn Mutual Life Insurance Co. Woodell has Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to advise clients in North Carolina. Creativeone Securities, LLC is a financial advisory business based out of Leawood, KS. The investment advisory business has offices in 125 locations and a total of 180 people on staff. It manages $2 billion in assets under management between its 20,986 client accounts, making it one of the largest firms in the nation by assets under management. Of its 20,986 client accounts, 17% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically are based on which services the firm provides the client. However, fee types billed by Creativeone Securities, LLC most likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Bryan Woodell Work History
Bryan has been registered as a financial advisor for 2 years.*
Client One Securities, LLC
Hornor Townsend & Kent, LLC
Penn Mutual Life Insurance Co
Brighthouse Securities, LLC
Metlife Securities Inc
Bsn Medical
Prudential Financial
Auto Bell
*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 Bryan Woodell 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
Owings Mills, MD
Leawood, KS
Leawood, KS
Englewood, CO
Leawood, KS
Jefferson City, MO
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.