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 broker-dealer organized as an LLC and registered with the SEC since 2013. The firm functions as both a capital allocator and an insurance broker-dealer, with ownership described as a mix of a domestic entity and an individual. Its client mix spans high-net-worth individuals and families as well as institutional clients. Advisory services disclosed in filings include financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Compensation is primarily fee-based (a percentage of AUM) with the option for hourly charges. The firm reports affiliations with broker-dealer, investment adviser and insurance-company activities and does not identify itself 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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