Creativeone Securities, LLC

Creativeone Securities, LLC (CRD# 152974) is a financial advisory firm headquartered in Overland Park, KS. They manage $1,718,842,253 in 22,082 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,719
    MILLION
  • Total Number of Accounts
    22,082
    ACCOUNTS
  • Average Account Value
    $77,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Creativeone Securities, LLC
Showing 11 - 20 of 113 top financial advisors.
11
Michael J. Binstock
CRD#: 2728462
7945 Stone Creek Drive #40, Chanhassen, MN 55317

Michael Binstock (CRD# 2728462) is an Investment Advisor Representative working at Creativeone Securities, LLC in Chanhassen, MN and has over 27 years of experience in the finance industry.

12
Karin M. Botelho
CRD#: 4187065
7261 Delainey Court, Sarasota, FL 34240

Karin Botelho (CRD# 4187065) is an Investment Advisor Representative working at Creativeone Securities, LLC in Sarasota, FL and has over 8 years of experience in the finance industry.

13
Matthew R. Bott
CRD#: 2521201
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211

Matthew Bott (CRD# 2521201) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 29 years of experience in the finance industry.

14
Kirt W. Carstens
CRD#: 2192522
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211

Kirt Carstens (CRD# 2192522) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 32 years of experience in the finance industry.

15
Forrest W. Cook
CRD#: 2012838
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211

Forrest Cook (CRD# 2012838) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 34 years of experience in the finance industry.

16
Kelly Crisci
CRD#: 5587011
Langhorne, PA

Kelly Crisci (CRD# 5587011) is an Investment Advisor Representative working at Creativeone Securities, LLC in Langhorne, PA and has over 13 years of experience in the finance industry.

17
Eric L. Davis
CRD#: 4596946
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211

Eric Davis (CRD# 4596946) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 21 years of experience in the finance industry.

18
Gerald H. Deatherage
CRD#: 1832973
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211

Gerald Deatherage (CRD# 1832973) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 29 years of experience in the finance industry.

19
John M. Dombroski, Jr.
CRD#: 1789752
9035 East Mountain View Road, Scottsdale, AZ 85258

John Dombroski, Jr. (CRD# 1789752) is the president and Co-Founder of Grand Canyon Planning Associates, LLC and host of The Word on Wealth financial talk show. He has been helping Arizona residents with their retirement and estate planning needs since 1990. He offers Investment Advisory Services through Client One Securities, LLC.

 

John’s broad knowledge and financial expertise come from many years in the financial industry providing solutions to the financial challenges we all face when planning for retirement. John also works with CPAs by helping provide tax efficient retirement plans to clients and business owners. In many financial plans, real estate may be part of a portfolio. John has hands-on experience in this area from his lengthy tenure as an accomplished real estate broker in Arizona. This combined experience is the cornerstone of his successful and thriving financial and estate planning practice. Also, John continually has his finger on the pulse of all areas of finance keeping abreast of financial developments.

 

Sharing his expertise, John has been a keynote speaker at national financial industry conferences, offering his insight and perspective to hundreds of financial professionals. A speaker, lecturer, and author of financial articles, John is known to his peers as a consummate financial professional. He is dedicated to helping people grow, preserve, and retire with confidence. John integrates a financial plan and an estate plan which is critical for a successful outcome. John leads his team of professionals to assist clients create tax efficient plans culminating in sustainable income and the ultimate distribution of the client’s estate in a tax efficient manner.

 

Securities and Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. 
Grand Canyon Planning Associates, LLC and Client One Securities, LLC are not affiliated.

20
Douglas S. Drelich
CRD#: 2459757
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211

Douglas Drelich (CRD# 2459757) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 29 years of experience in the finance industry.

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