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
David Kay (CRD# 2546374) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 29 years of experience in the finance industry.
Joseph Lauritsen (CRD# 4197360) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 8 years of experience in the finance industry.
Mckenzie Lee (CRD# 7282569) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has 1 year of experience in the finance industry.
Andrew McDermitt (CRD# 5931191) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 10 years of experience in the finance industry.
Andrew McGill (CRD# 7737506) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has 1 year of experience in the finance industry.
Cole Mertens (CRD# 7270580) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 3 years of experience in the finance industry.
Michael Musella (CRD# 2461218) is an Investment Advisor Representative working at Creativeone Securities, LLC in Greenwood Village, CO and has over 21 years of experience in the finance industry.
Julia Ravensberg (CRD# 7029197) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has 1 year of experience in the finance industry.
Matthew Smith (CRD# 7229587) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 3 years of experience in the finance industry.
Charles Steele (CRD# 2346450) is an Investment Advisor Representative working at Creativeone Securities, LLC in Melbourne, FL and has over 29 years of experience in the finance industry.