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 an SEC-registered limited liability company operating as an insurance broker‑dealer and capital allocator. Since its 2013 registration, the firm has combined broker‑dealer activities with advisory services that include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its client mix includes both individual/family and institutional relationships. Compensation is primarily fee‑based (percentage of assets under management) with the option for hourly charges. The firm does not identify as an active ESG investor.
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 191
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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