Bryan
Woodell

Creativeone Securities, LLC

CRD#6223187
Investment Advisor
in Matthews, NC

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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

Series 63, Series 66

Years Registered*

2 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

Matthews, NC

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Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,716,928,244

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

180

NC Average: 44
Total Number of Accounts

20,986

NC Average: 4,091
Average Account Size

$81,813

NC Average: $548,316

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.*

2021 - Present (3 years)

Client One Securities, LLC

2019 - 2021 (2 years)

Hornor Townsend & Kent, LLC

2019 - 2021 (2 years)

Penn Mutual Life Insurance Co

2017 - 2019 (2 years)

Brighthouse Securities, LLC

2015 - 2019 (4 years)

Metlife Securities Inc

2014 - 2015 (1 year)

Bsn Medical

2013 - 2013 (< 1 year)

Prudential Financial

2012 - 2014 (2 years)

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*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

Byron Larkin
Leawood, KS
Kevin Lutz
Leawood, KS
Brian Pacen
Owings Mills, MD
Michael Kloberdanz
Leawood, KS
Michael Axelrod
Leawood, KS
Michael Musella
Englewood, CO
Daniel Morris
Leawood, KS
Travis Ford
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.

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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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