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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 $1,718,842,253 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 StatusApproved
Firm CRD#152974
SEC#801-78158
Assets Managed by Firm$1,718,842,253
No. of Clients22082
No. of Advisors186

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 ClientsAUM
Firm Total22082$1,718,842,253
Individuals (other than high net worth individuals)18341$876,610,325
High net worth individuals3669$802,698,593
Pension and profit sharing plans13$5,156,522
Corporations or other businesses12$34,376,813

More Retirement Planning firms in Overland Park, Kansas:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CREATIVE PLANNING
5454 W. 110th Street
Overland Park, KS, 66211
$217,399,324,9812696861428
ONEDIGITAL INVESTMENT ADVISORS
11101 Switzer Road, Suite 200
Overland Park, KS, 66210
$107,102,338,15357121550
MARINER WEALTH
5700 W. 112th Street, Suite 500
Overland Park, KS, 66211
$81,106,925,4841325671498
AE WEALTH MANAGEMENT, LLC
2950 Sw Mcclure Road, Suite B
Topeka, KS, 66614
$27,082,623,332277294578
PRIME CAPITAL FINANCIAL
6201 College Blvd., Suite #150
Overland Park, KS, 66211
$24,362,866,55230635353

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