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6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-27 |
Branch Locations
Gravois Mills, MO • United States
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • USA
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everson Tax & Financial Services, Inc. | Gravois Mills | MO | 02/2007 | 12/2024 |
| Everson Envestments & Estate Planning | Gravois Mills | MO | 03/1993 | Present |
| Creativeone Securities, Llc Formerly Clientone Securities, Llc | Overland Park | KS | 07/2019 | Present |
1). Everson Envestments & Estate Planning; investment related; 15414 Red Hollow Rd. Gravois Mills, MO 65037; Securities/Insurance; Independent insurance agent/President/Co-owner; 03/1993; 120 hrs/mo; 120 hrs/mo 2.) Associates Financial Group; investment related; 7395 E Orchard Road Greenwood Village, CO 80111; Retirement Plans; Advisor; 07/2019; 16-20 hrs/mo; 16 hrs/mo 3.) Associates Financial Group (P&C); not investment related; 7395 E Orchard Road Greenwood Village, CO 80111; Property & Casualty referrals; IAR; 25 hrs/mo; 25 hrs/mo; Referring property & casualty business to Associates Financial Group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-24 |
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