Sign in
Create a free account
CREATIVEONE SECURITIES, LLC
OVERLAND PARK, KS
913-814-6097
SEC #801-78158Total AUM
$2.5B
Employees
196Clients
12,485Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6330 SPRINT PARKWAY, SUITE 400
OVERLAND PARK
KS 66211
United States
OVERLAND PARK
KS 66211
United States
Operating Hours
FRI 8AM-4PM
MON- THURS 8AM - 5PM
MON- THURS 8AM - 5PM
Phone
913-814-6097
Other Offices
125
Financials
Total AUM
$2.5B
Accounts
12,485Discretionary
$2.4B
Accounts
12,438Non-Discretionary
$113.7M
Accounts
47
Clients
Individual Clients
12,052AUM
$1.6B
HNW Individual Clients
310AUM
$630.7M
Pension/Profit Sharing Plan Clients
59AUM
$120.1M
Corporation or Business Clients
64AUM
$152.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.