CREATIVEONE SECURITIES, LLC

CRD 152974 · SEC 801-78158

Visit website

6330 SPRINT PARKWAY, SUITE 400, OVERLAND PARK, KS, 66211, United States

Phone

913-814-6097

Fax

913-273-1453

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.54B

Discretionary AUM

$2.43B

Team

196 total employees; 123 advisory reps; 14 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-05-28

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	12052	$1.64B
High net worth individuals	310	$630.7M
Pension/profit sharing plans	59	$120.1M
Corporations/business entities	64	$152.2M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

HTTPS://TWITTER.COM/CREATIVEONE1
HTTPS://WWW.LINKEDIN.COM/COMPANY/CREATIVE-ONE-SECURITIES-LLC/
HTTP://WWW.CREATIVEONESECURITIES.COM

Official SEC filing: View on IAPD