RIA Intel›Advisers›Kansas›CREATIVEONE SECURITIES, LLC

CREATIVEONE SECURITIES, LLC

Advisory

N·OVERLAND PARK, KS

Data as of May 28, 2026 · Source: SEC Form ADV

Total AUM
$2.5B
1-Year AUM Growth
0.0%
3-Year CAGR
+14.6%
Employees
123
Assets Under Management
Total AUM$2.5B
Discretionary AUM$2.4B
Non-Discretionary AUM$114M
Discretionary %95.5%
Total Clients11,317
Team
Total Employees123
Investment Advisers196
Employee Growth (1Y)+4.2%
Filing History
Total Filings on Record46
First FilingMay 29, 2013
Latest FilingMay 28, 2026
🔒 Full AUM trend chart and 46 historical filings spanning 13+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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