Fredric Eugene Goodman

Employer firm

Creativeone Securities, LLC CRD 152974

$2.54B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1978 → Present
  Fredric E. Goodman Company
  Overland Park, KS
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Nashville, TN
• 11/2018 → 03/2024
  Royal Alliance Associates, Inc.
  Overland Park, KS
• 03/2024 → Present
  Creativeone Securities, Llc
  Overland Park, KS

Previous Registrations

• 2018-11-02 → 2024-03-05
  Osaic Wealth, Inc.
  Overland Park, KS
  Nashville, TN
• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Charleston, SC
  Overland Park, KS
  Nashville, TN
  Gold River, CA
• 1999-03-30 → 2016-05-13
  Transamerica Financial Advisors, Llc
  San Diego, CA
  Overland Park, KS
• 1998-03-12 → 2005-12-31
  Fredric E. Goodman
• 1998-03-12 → 2002-12-31
  Fredric E. Goodman
  Overland Park, KS

Other Businesses

1. Fredric E Goodman Company; investment-related; 8700 Indian Creek Pkwy Suite 280 Overland Park, KS 66210; Fixed Insurance and Annuity Sales; President; 11/1974; 80 hrs/mo; 50 hrs/mo 2. YARCO Property Management; not investment-related; 7920 Ward Parkway Kansas City, MO 64114; Property management of apartments; independent insurance consultant; 01/2018; 2 hrs/mo; 0 hrs/mo; Assist in reviewing property casualty insurance coverage

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-11-10

Designations

• Chartered Financial Consultant

Other Names

• Fredric E Goodman