CS
CREATIVEONE SECURITIES, LLC
SEC RegisteredWith CreativeOne Securities, You Matter
OVERLAND PARK, KShttps://creativeonesecurities.com913-814-6097
Assets Under Management
$1B–$5B
Employees
196
Office Locations
28 offices
Total Accounts
12485
About the firm
CreativeOne Securities is a broker-dealer offering a hybrid advisory model, sub-advisory services, and diversified financial services focused on investment and retirement strategies. The firm is owned by CreativeOne, an industry-leading diversified financial services organization. CreativeOne Securities emphasizes a personal approach, conflict-free and fully transparent solutions, and scalable, customizable platforms for advisors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Areas of expertise
InvestmentsAnnuitiesInsuranceHybrid Advisory ModelSub-advisory ServicesRetirement StrategiesBroker-dealer
Services
Investments, annuities, and insurance; hybrid advisory model and sub-advisory services; scalable and customizable advisor platforms; holistic practice support for advisors from traditional investment firms.
Who they serve
Financial advisors, including those at traditional investment firms looking to diversify their services, as well as those seeking sub-advisory services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 12,052 | $1.6B |
| High Net Worth Individuals | 310 | $631M |
| Charitable Organizations | 59 | $120M |
14 total clients reported on Form ADV.
Leadership
Creative One Marketing Corporation
SOLE MEMBER
Michael Richard Tripses
DIRECTOR
Sandra Kay Monical
COO
Inc. Cm2 Holding Company
SHAREHOLDER
Michael Richard Tripses
SHAREHOLDER
Jeffrey Neal Eisenhauer
PRESIDENT AND CEO, CCO
Office locations
28 offices in 17 states
KS
OVERLAND PARKHQ
CA
TEMECULA
KS
WICHITA
FL
JACKSONVILLE
KS
OVERLAND PARK
KS
MANHATTAN
MO
JEFFERSON CITY
AZ
SCOTTSDALE
CO
COLORADO SPRINGS
KS
OVERLAND PARK
WI
GREEN BAY
IL
RANROUL
KS
WITCHITA
NJ
THOROFARE
MD
OWINGS MILLS
CA
TUSTIN
MS
LAUREL
MS
PICAYUNE
TN
KNOXVILLE
MD
BETHESDA
MN
CHANHASSEN
SC
SUMMERVILLE
KS
TOPEKA
OH
CINCINNATI
PA
DINGMANS FERRY
PA
EXTON
IA
CLIVE
WI
LA CROSSE
Advisors at this firm
Showing 100 of 149
Brian Alan Ambrose
Investment Adviser Representative
Jared David Anderson
Investment Adviser Representative
Michael Edward Andries
Investment Adviser Representative
Timothy C Angelos
Investment Adviser Representative
Brittany Jo Ashcraft
Investment Adviser Representative
Jeremy Steven Askren
Investment Adviser Representative
Michael Howard Axelrod
Investment Adviser Representative
Michael James Axton
Investment Adviser Representative
Glen Jay Barber
Investment Adviser Representative
David Barol
Investment Adviser Representative
Brady Douglas Bellue
Investment Adviser Representative
Michael Jon Binstock
Investment Adviser Representative
Matthew Ray Bott
Investment Adviser Representative
Brian John Brechler
Investment Adviser Representative
Brian Wayne Baacke
Investment Adviser Representative
Jeffrey Charles Babcock
Investment Adviser Representative
Samuel Hunter Beall
Investment Adviser Representative
Matthew Jon Binstock
Investment Adviser Representative
Karin Melinda Botelho
Investment Adviser Representative
Chandler Mason Carney
Investment Adviser Representative
Kirt W Carstens
Investment Adviser Representative
James Edmond Clements
Investment Adviser Representative
Forrest Wayne Cook
Investment Adviser Representative
Brent Wade Crawford
Investment Adviser Representative
Kelly Crisci
Investment Adviser Representative
Adam Christopher Carpenter
Investment Adviser Representative
Josh Neil Christian
Investment Adviser Representative
Andrew Paul Congleton
Investment Adviser Representative
Eric Lee Davis
Investment Adviser Representative
Gerald Holton Deatherage Jr
Investment Adviser Representative
John Michael Dombroski Jr
Investment Adviser Representative
Douglas Stephen Drelich
Investment Adviser Representative
Harrison Scott Falteisek
Investment Adviser Representative
Dylan Michael Fisher
Investment Adviser Representative
Travis Robert Ford
Investment Adviser Representative
Vince Joshua Festejo
Investment Adviser Representative
Roger Lyle Gamble
Investment Adviser Representative
Joseph Reid Gilleland
Investment Adviser Representative
Fredric Eugene Goodman
Investment Adviser Representative
Greg Charles Greer
Investment Adviser Representative
Shanon Grundland
Investment Adviser Representative
Dennis Glover
Investment Adviser Representative
Louis Adam Goldman
Investment Adviser Representative
Bryan Gurss
Investment Adviser Representative
Brian William Harrold
Investment Adviser Representative
Vernon James Henry
Investment Adviser Representative
Scott Steven Hermes
Investment Adviser Representative
Timothy P Hudson
Investment Adviser Representative
Lisa Marie Hugunin
Investment Adviser Representative
Mark Edward Hugunin
Investment Adviser Representative
Levi Kenneth Huncovsky
Investment Adviser Representative
Eric Bradley Hunsicker
Investment Adviser Representative
Scott Bradley Hunsicker
Investment Adviser Representative
Stephen Eugene Henson
Investment Adviser Representative
Peter Andrew Hermes
Investment Adviser Representative
Kenneth Hyman
Investment Adviser Representative
Larry Tyrone Jenkins
Investment Adviser Representative
Theodore Donald Johnson
Investment Adviser Representative
Brandon A Jew
Investment Adviser Representative
Gabriel Allyn Jewell
Investment Adviser Representative
Eric Jason Judy
Investment Adviser Representative
David Benjamin Kay
Investment Adviser Representative
Michael Lynn Kloberdanz
Investment Adviser Representative
Ryan Keaveney
Investment Adviser Representative
Madeline Nicole Key
Investment Adviser Representative
Byron Keith Larkin
Investment Adviser Representative
Joseph Dalton Lauritsen
Investment Adviser Representative
McKenzie Jean Lee
Investment Adviser Representative
Kevin Christopher Lutz
Investment Adviser Representative
Christopher Kurt Lutzel
Investment Adviser Representative
William Asher Lane
Investment Adviser Representative
Andrew Stewart Levacy
Investment Adviser Representative
Dylan Randall Lueckenotte
Investment Adviser Representative
Jason Ross Lund
Investment Adviser Representative
Michael Rosario Mannone
Investment Adviser Representative
John Robert Manry
Investment Adviser Representative
Marti Burke Marache
Investment Adviser Representative
Francisco Chuck Martinez
Investment Adviser Representative
Dennis James Mattern
Investment Adviser Representative
Mark John McGaurn
Investment Adviser Representative
Nicholas Evan Meilak
Investment Adviser Representative
Cole Thomas Mertens
Investment Adviser Representative
Lance Robin Monk
Investment Adviser Representative
Michael Joseph Musella
Investment Adviser Representative
Joel Mutuku
Investment Adviser Representative
Andrew C McDermitt
Investment Adviser Representative
Patrick Clayton Meadowcroft
Investment Adviser Representative
William Campbell Monroe III
Investment Adviser Representative
Daniel Pecaut Morris
Investment Adviser Representative
Jimmy Ray Nash
Investment Adviser Representative
Michael G Nash
Investment Adviser Representative
Robert Alan Nutter
Investment Adviser Representative
Robert Dale Olvera
Investment Adviser Representative
Brian William Pacen
Investment Adviser Representative
Bradley J Palmersheim
Investment Adviser Representative
Linda Lee Patterson
Investment Adviser Representative
Timothy Lovell Phares
Investment Adviser Representative
Thomas W Plemmons
Investment Adviser Representative
Courtney Denae Rader
Investment Adviser Representative
David William Raetz
Investment Adviser Representative
Regulatory & compliance
CRD number
#152974
SEC Number
801-78158
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly
Minimum: $25,000
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
creativeonesecurities.comPhone
913-814-6097Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CREATIVEONE SECURITIES, LLC 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 the SEC or FINRA websites before making any decision.