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CREATIVEONE SECURITIES, LLC

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

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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 $1,716,928,244 assets under management, offering retirement planning & investment advisory services to 20986 clients. The firm is staffed with 180 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#152974
SEC#801-78158
Assets Managed by Firm$1,716,928,244
No. of Clients20986
No. of Advisors180

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total20986$1,716,928,244
Individuals (other than high net worth individuals)17468$772,617,709
High net worth individuals3493$883,909,283
Pension and profit sharing plans12$5,034,539
Corporations or other businesses13$55,366,713

More Retirement Planning firms in Overland Park, Kansas:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CREATIVE PLANNING
5454 W. 110th Street
Overland Park, KS, 66211
$155,328,127,6252224741165
ONEDIGITAL INVESTMENT ADVISORS
11101 Switzer Road, Suite 200
Overland Park, KS, 66210
$89,148,595,82425199550
MARINER WEALTH ADVISORS
5700 W. 112th Street, Suite 500
Overland Park, KS, 66211
$65,874,566,2381124651465
AE WEALTH MANAGEMENT, LLC
2950 Sw Mcclure Road, Suite B
Topeka, KS, 66614
$21,800,698,476177044571
PALMER SQUARE CAPITAL MANAGEMENT LLC
1900 Shawnee Mission Parkway, Suite 315
Mission Woods, KS, 66205
$20,767,599,39714848

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