Creativeone Securities, LLC
Creativeone Securities, LLC (CRD# 152974) is a financial advisory firm headquartered in Overland Park, KS. They manage $1,718,842,253 in 22,082 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management1,719MILLION
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Total Number of Accounts22,082ACCOUNTS
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Average Account Value$77,839
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Brian Ambrose (CRD# 1393073) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 38 years of experience in the finance industry. Brian Ambrose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Andries (CRD# 2956594) is an Investment Advisor Representative working at Creativeone Securities, LLC in Picayune, MS and has over 26 years of experience in the finance industry.
Timothy Angelos (CRD# 4678088) is an Investment Advisor Representative working at Creativeone Securities, LLC in Mount Pleasant, SC and has over 20 years of experience in the finance industry.
Brittany Ashcraft (CRD# 6102273) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 6 years of experience in the finance industry.
Michael Axelrod (CRD# 2425452) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 30 years of experience in the finance industry. Michael Axelrod has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Axton (CRD# 1430219) is an Investment Advisor Representative working at Creativeone Securities, LLC in Laurel, MS and has over 34 years of experience in the finance industry.
Brian Baacke (CRD# 7020520) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 5 years of experience in the finance industry.
Jeffrey Babcock (CRD# 1555909) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has 1 year of experience in the finance industry. Jeffrey Babcock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Barol (CRD# 2435166) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 30 years of experience in the finance industry. David Barol has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brady Bellue (CRD# 4175757) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 23 years of experience in the finance industry.