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).

By the Numbers
  • Total Assets Under Management
    1,719
    MILLION
  • Total Number of Accounts
    22,082
    ACCOUNTS
  • Average Account Value
    $77,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Creativeone Securities, LLC
Showing 61 - 70 of 114 top financial advisors.
61
Timothy L. Phares
CRD#: 2450201
8100 E 22nd St North, Suite T, Wichita, KS 67226

Timothy Phares (CRD# 2450201) is an Investment Advisor Representative working at Creativeone Securities, LLC in Wichita, KS and has over 30 years of experience in the finance industry.

62
Thomas W. Plemmons
CRD#: 5868321
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211

Thomas Plemmons (CRD# 5868321) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 13 years of experience in the finance industry.

63
David W. Raetz
CRD#: 5843811
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211

David Raetz (CRD# 5843811) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 13 years of experience in the finance industry.

64
Gary E. Raetz
CRD#: 737057
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211

Gary Raetz (CRD# 737057) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 36 years of experience in the finance industry.

65
James D. Rasberry
CRD#: 4654056
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211

James Rasberry (CRD# 4654056) 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.

66
James V. Regier
CRD#: 4497085
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211

James Regier (CRD# 4497085) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 22 years of experience in the finance industry.

67
Mark R. Roberts
CRD#: 2734867
13220 Metcalf Ave, Suite 220, Overland Park, KS 66213

Mark Roberts (CRD# 2734867) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 28 years of experience in the finance industry.

68
Richard S. Robinson
CRD#: 2889404
113 E Michigan, New Carlisle, IN 46552

Richard Robinson (CRD# 2889404) is an Investment Advisor Representative working at Creativeone Securities, LLC in New Carlisle, IN and has over 26 years of experience in the finance industry.

69
Mark M. Rubin
CRD#: 4526782
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211

Mark Rubin (CRD# 4526782) 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.

70
Allison D. Ryan
CRD#: 4834022
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211

Allison Ryan (CRD# 4834022) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 18 years of experience in the finance industry.

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