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Credentials
Series 66
Experience Industry experience
6 years
Location
Bristow, OK 74010
CreativeOne Securities, LLC
Multi-team
Matthew Smith is a Series 66 licensed financial advisor with six years of industry experience. He is currently with CreativeOne Securities, LLC and also works with D S Drelich & Associates. Outside of his advisory roles, he serves as a director on the Bristow Library Board and as treasurer of the Bristow Education Foundation, both charitable organizations supporting his local community. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management via its proprietary platform.
Based on CreativeOne Securities, LLC
Based on CreativeOne Securities, LLC
Consulting and Financial Planning fixed fees from $300 to $10,000 depending on complexity and scope.
$0 - $19,999: $25,000 - $149,999: varies by program and negotiation $150,000+: for CreativeOne Wealth, LLC Alpha UMA minimum $0+: Retirement Plan Services: 1.8% to 2.0% for Section 3(21) services; 1.5% to 3% for Section 3(38) services; fees negotiable $0+: CreativeOne Wealth, LLC Platform Fees: 0.55% to 2.5% annually; negotiated $0+: Client Choice Investment Management fees: up to 2.0% annually, negotiable
C1S and its Representatives are also licensed as brokers and insurance agents and receive commissions for sale of securities and insurance products.
Consulting and Financial Planning hourly rates from $100 to $250 per hour, negotiable.
Consulting Services ongoing monthly retainer fees from $50 to $100 per month.
Account minimum: $25,000 for all management programs except $150,000 for CreativeOne Wealth, LLC Alpha UMA Minimum fee: $300 minimum fee for Consulting and Financial Planning services Fee-only: Consulting and Financial Planning services charged on fixed-fee, hourly rate ($100-$250/hour), or monthly retainer ($50-$100 per month). Fees negotiable.
Bristow, OK
104 W 9th Ave
Bristow OK 74010
Advisors at this office
1
Oklahoma · Texas
6 years of industry experience
CreativeOne Securities, LLC (Formerly Client One Securities)
2020 - Present • 6 years
Leawood, KS
D S DRELICH & ASSOCIATES
2020 - Present • 6 years
Bristow, OK
UnEMPLOYED
2020 - 2020 • 1 year
Bristow, OK
Community BANK
2007 - 2020 • 13 years
Bristow, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Sapulpa, OK
Edward Jones
Elizabeth Gore is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of industry experience. Her career includes multiple roles at Edward Jones since 2013, as well as positions at Simmons Bank, LPL Financial, TTCU Federal Credit Union, and Drawbridge Capital. She is currently based in Sapulpa, OK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.
Series 66
Bristow, OK
Edward Jones
Christopher Anderson is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he spent time at Oklahoma Wesleyan University as an adjunct professor, teaching accounting courses intermittently since 2010. Anderson also has extensive experience with Anderson Financial Services and BOK Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.
Series 63, Series 66
Sapulpa, OK
Edward Jones
Tyra Langley is a financial advisor at Edward Jones in Sapulpa, OK, holding Series 63 and Series 66 designations with 19 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary strategies, alongside affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.
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