Creativeone Securities, LLC

Assets Under Management

$2.1B

Number of Clients

11,317

Number of Advisors

145

Average Client AUM

$188K

AUM per Advisor

$14.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

CreativeOne Securities, LLC (C1S) offers financial planning, consulting, and investment management services through wrap fee and non-wrap fee programs. C1S provides discretionary investment management services through its Client Centered and Client Focused programs. Fees are negotiable and based on a percentage of assets under management.

Fee Structure

Minimum Investment:$25K
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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Location

6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211

145 Advisors at this firm

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