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Creativeone Securities, LLC CRD 152974
$2.54B regulatory AUM 14 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-02 |
Branch Locations
2009 Fox Drive Suite M, Champaign, IL 61820 • United States
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Insurance & Financial Services | Champaign | IL | 01/2002 | Present |
| Creativeone Securities, Llc | Overland Park | KS | 08/2024 | Present |
1.) Prairieland Insurance Group; investment related; 2009 Fox Dr. Suite M Champaign, IL 61820; Financial Services; Financial Planner; 08/2024; 180 hrs/mo; Sales/Advising
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-06 |
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