Creativeone Securities, LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 152974
- Registered since
- June 5, 2013
- Website
- creativeonesecurities.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals64.47%
- HNWI24.82%
- Corporations / Businesses5.99%
- Pension & Profit Sharing Plans4.72%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Creativeone Securities, LLC is a limited liability company that operates as an insurance broker-dealer and a capital allocator for both individual/family and institutional clients. The firm provides broker-dealer services alongside advisory activities that include financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Creativeone charges fees based on a percentage of assets under management and hourly rates. It identifies itself as not focused on ESG investing. The firm is SEC registered and has been so since 2013. It maintains industry ties to broker-dealers, other investment advisers, and insurance companies, and its ownership structure is a mix of a domestic entity and individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 16
Clayton Turner
Founder & CEOCRD 5072692
Brian Pacen
Chief Investment OfficerCRD 4219262
Todd Schick
President, Chief Financial AdvisorCRD 4555540
Contacts
3 of 193
Levi Huncovsky
PresidentCRD 5712001
David Raetz
SalesCRD 5843811
Tancuong Trandai
Senior Financial AdvisorCRD 5867130
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 6330 Sprint Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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