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CREATIVEONE SECURITIES, LLC

OVERLAND PARK, KS · CRD 152974 · IAPD ↗ · 913-814-6097

$2.54BRegulatory AUM
123Advisory reps
196Employees
14Clients
11-25Planning clients
0Private funds
51States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CREATIVEONE SECURITIES, LLC shrank from 131 to 123 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
78
April 2025 — CREATIVEONE SECURITIES, LLC grew from 123 to 131 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
63
April 2024 — CREATIVEONE SECURITIES, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2024 — CREATIVEONE SECURITIES, LLC grew from 118 to 123 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.