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).
-
Total Assets Under Management1,719MILLION
-
Total Number of Accounts22,082ACCOUNTS
-
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
Lance Monk (CRD# 2287006) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 31 years of experience in the finance industry.
Daniel Morris (CRD# 6256179) 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.
Thomas Munker (CRD# 2861111) is an Investment Advisor Representative working at Creativeone Securities, LLC in Topeka, KS and has over 26 years of experience in the finance industry.
Joel Mutuku (CRD# 4755771) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 14 years of experience in the finance industry.
Jimmy Nash (CRD# 871825) is an Investment Advisor Representative working at Creativeone Securities, LLC in Brandon, MS and has over 31 years of experience in the finance industry.
Michael Nash (CRD# 1275828) is an Investment Advisor Representative working at Creativeone Securities, LLC in Sioux City, IA and has over 39 years of experience in the finance industry.
Robert Nutter (CRD# 1253953) is an Investment Advisor Representative working at Creativeone Securities, LLC in Wichita, KS and has over 40 years of experience in the finance industry.
Robert Olvera (CRD# 4652612) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 20 years of experience in the finance industry.
Brian Pacen (CRD# 4219262) is an Investment Advisor Representative working at Creativeone Securities, LLC in Owings Mills, MD and has over 13 years of experience in the finance industry.
Linda Patterson (CRD# 4799187) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 19 years of experience in the finance industry.