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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2024-09-09 |
Branch Locations
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • USA
500 Sw Market St Suite A, Lees Summit, MO 64063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Leawood | KS | 09/2014 | 08/2024 |
| Creativeone Securities, Llc | Overland Park | KS | 09/2024 | Present |
| Creative Wealth Kc | Lee's Summit | MO | 07/1982 | Present |
1). Creative Wealth KC; Investment Related; 500 SW Market Street, Suite A, Lee's Summit, MO 64063; DBA - Life, Health, Disability, Fixed Annuity, Fixed Insurance, Securities; Owner; 07/1982; 10 hrs/mo; 8 hrs/mo; Insurance Sales and Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-20 |
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