Wealth Manager
    SEC Registered
    Manages Private Funds

    Creativeone Securities, LLC

    Registered investment advisor · Overland Park, Kansas · CRD #152974

    Assets Under Management
    $2.5B
    Client Accounts
    12,485
    Employees
    196
    CRD Number
    152974
    Registration
    SEC Registered
    Custodian
    Pershing Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Creativeone Securities, LLC

    CreativeOne Securities, LLC is a financial advisory firm based in Overland Park, Kansas, managing over $1.7 billion in assets. It offers broker-dealer and investment advisory services through CreativeOne Wealth, LLC. The firm is a member of FINRA and SIPC.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Creativeone Securities, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Creativeone Securities, LLC's AUM?

    Creativeone Securities, LLC reports approximately $2.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Creativeone Securities, LLC headquartered?

    Creativeone Securities, LLC is headquartered in Overland Park, Kansas.

    What is Creativeone Securities, LLC's CRD number?

    Creativeone Securities, LLC's CRD number is 152974. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Creativeone Securities, LLC manage?

    Creativeone Securities, LLC manages approximately 12,485 client accounts according to its latest SEC filing.

    Is Creativeone Securities, LLC SEC registered?

    Yes, Creativeone Securities, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Kansas

    Creative Planning
    Overland Park, KS · $295.6B AUM
    Onedigital
    Overland Park, KS · $155.4B AUM
    Mariner
    Overland Park, KS · $125.4B AUM
    Ae Wealth Management, LLC
    Topeka, KS · $49.8B AUM
    Prime Capital Financial
    Overland Park, KS · $39.1B AUM
    Palmer Square Capital Management LLC
    Mission Woods, KS · $25.6B AUM
    See all top RIA firms in Kansas →

    Research firms like Creativeone Securities, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial