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Joseph Dalton Lauritsen

Investment Adviser Representative at CREATIVEONE SECURITIES, LLC

Overland Park, KSCRD #4197360Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
2 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
KansasMissouri
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/5/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 2/1/2016
Series 7
General Securities Representative Examination
Passed 1/11/2021
SIE
Securities Industry Essentials Examination
Passed 7/18/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/25/2016
Series 7
General Securities Representative Examination
Passed 3/20/2003
Series 24
General Securities Principal Examination
Passed 5/12/2023

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
2/5/2024Overland Park, KS
AMERICAN CENTURY INVESTMENT SERVICES INC.
1/25/20167/18/2018Kansas City, MO
WADDELL & REED, INC.
10/24/20124/2/2013Overland Park, KS
CHARLES SCHWAB & CO., INC.
3/24/20035/29/2012Phoenix, AZ

Official records & sources

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

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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. Joseph Dalton Lauritsen 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.

Joseph Dalton Lauritsen - Financial Advisor in Overland Park, KS | AdvisorFinder