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Greg Charles Greer

Investment Adviser Representative at CREATIVEONE SECURITIES, LLC

Wichita, KSCRD #4029901Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
7 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 7 states
FloridaGeorgiaKansasMichiganMissouriOklahomaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/14/2006
Series 65
Uniform Investment Adviser Law Examination
Passed 12/21/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 9/30/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/10/2002
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/27/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Creativeone Securities, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CREATIVEONE SECURITIES, LLCCurrent
2/26/2020 – Wichita, KS
LG ADVISORY GROUP, LLC
10/4/2016 – 3/12/2020Wichita, KS
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
9/30/2016 – 10/28/2016Wichita, KS
CETERA ADVISORS LLC
4/7/2008 – 10/6/2016Wichita, KS
INVESTMENT ADVISORS CORP
3/21/2007 – 4/10/2008West Des Moines, IA
SII INVESTMENTS, INC.
1/12/2007 – 3/1/2007Wichita, KS

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View CREATIVEONE SECURITIES, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Greg Charles Greer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Greg Charles Greer - Financial Advisor in Wichita, KS | AdvisorFinder