CREATIVEONE SECURITIES, LLC

6330 Sprint Parkway, Suite 400
Overland Park, Kansas 66211
Tel: 913-814-6097

About CREATIVEONE SECURITIES, LLC

CREATIVEONE SECURITIES, LLC, formally registered with the SEC as CREATIVEONE SECURITIES, LLC. The firm was established in 06/05/2013. They have over 126 offices throughout the country.

CREATIVEONE SECURITIES, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $1,718,842,253 assets under management, offering retirement planning & investment advisory services to 22082 clients. The firm is staffed with 186 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152974
SEC#	801-78158
Assets Managed by Firm	$1,718,842,253
No. of Clients	22082
No. of Advisors	186

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	22082	$1,718,842,253
Individuals (other than high net worth individuals)	18341	$876,610,325
High net worth individuals	3669	$802,698,593
Pension and profit sharing plans	13	$5,156,522
Corporations or other businesses	12	$34,376,813

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$217,399,324,981	269686	1428
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353

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