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Michael James Axton

Advisor at CreativeOne Securities, LLC — Laurel, MS 541 Central Avenue

Updated today

Credentials

ChFC®, Series 63

Experience

40 years

Location

Laurel, MS 39440

CreativeOne Securities, LLC logo

CreativeOne Securities, LLC

Multi-team

Total advisors

128

Across 67 offices

Clients per advisor

97 Very High

Avg AUM per client

$183,544 Very Low

HNW client ratio

3% Very Low

About

Michael Axton is a financial advisor at CreativeOne Securities, LLC with over 40 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Client One Securities, LLC and Ameritas Investment Corp, as well as maintaining his own firm, Michael J Axton CLU, ChFC and Associates, since 1983. Outside of his advisory work, he is involved in selling and servicing fixed insurance and life insurance products through separate independent business activities. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, offering discretionary and non-discretionary portfolio management alongside retirement-plan fiduciary services.

Client services

Based on CreativeOne Securities, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on CreativeOne Securities, LLC

Retirement income strategy Annuities Wealth management General estate planning guidance

Occupation focus

Based on CreativeOne Securities, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Consulting and Financial Planning fixed fees from $300 to $10,000 depending on complexity and scope.

Percentage

$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

Commissions

C1S and its Representatives are also licensed as brokers and insurance agents and receive commissions for sale of securities and insurance products.

Project-based

Consulting and Financial Planning hourly rates from $100 to $250 per hour, negotiable.

Subscriptions

Consulting Services ongoing monthly retainer fees from $50 to $100 per month.

Other

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.

Location

See office

Laurel, MS 541 Central Avenue

541 Central Avenue, Suite B

Laurel MS 39440

Advisors at this office

1

Most active in

Mississippi

Work history

40 years of industry experience

CreativeOne Securities, LLC

2022 - Present • 4 years

Overland Park, KS

Client One Securities, LLC

2017 - 2022 • 5 years

Leawood, KS

Ameritas Investment Corp

2016 - 2017 • 1 year

Lincoln, NE

MICHAEL J AXTON CLU, ChFC AND ASSOCIATES

1983 - Present • 43 years

Laurel, MS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Laura C

Series 65

Laurel, MS

Element Wealth, LLC

Laura Cerra is a financial advisor at Element Wealth, LLC with 13 years of industry experience and holds a Series 65 designation. She has worked at Element Wealth since 2020 and previously at Raymond James Financial Services Advisors Inc. and Raymond James Financial. Cerra is also the owner of Laura Brame Cerra CPA, an accounting firm in Laurel, MS, where she provides accounting services to individuals and businesses. Element Wealth offers discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of mutual funds, ETFs, individual securities, and model portfolios, incorporating intermediate-term relative strength and technical analysis in its asset allocation decisions.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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James R

Series 63, Series 66

Laurel, MS

CreativeOne Securities, LLC

James Rasberry is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has previously worked at Ameritas Investment Corp and Client One Securities, LLC, and has operated Rasberry Financial Services for over two decades. Outside of financial services, Rasberry is involved in several business ventures including ownership of a retail store selling American-made goods and participation on local economic development boards. He also appears occasionally on the HGTV show HOME TOWN. 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 combines project-based planning and ongoing asset management with access to third-party managers and proprietary advisory platforms.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Chandler C

Series 66

Laurel, MS

CreativeOne Securities, LLC

Chandler Carney is a financial advisor at CreativeOne Securities, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at First State Bank, Jones Logistics, FedEx Office, and the University of Mississippi. Outside of his financial services roles, Carney serves as a board member, league commissioner, and volunteer coach for the Laurel-Jones County Futbol Club, a recreational youth soccer league. 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 provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management via its proprietary advisory platform.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
user avatar

Casey B

Series 65, Series 66

Laurel, MS

Newedge Advisors

Casey Butts Sr. is a financial advisor with NewEdge Advisors, holding Series 65 and Series 66 credentials and two years of industry experience. Prior to joining NewEdge, he was self-employed and spent nine years at Sanderson Farms, with earlier experience at Merrill. Outside of advisory work, he is involved in managing law firms, including Wells Butts Law, PLLC and Casey L. Butts, Attorney at Law, PLLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a broad range of portfolio management, planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Stephen M

Series 63, Series 65

Laurel, MS

Centaurus Financial, Inc.

Stephen Mccraw is a financial advisor with Centaurus Financial, Inc. in Laurel, MS, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Centaurus Financial since 2015 and has operated as a self-employed advisor since 1978. Outside of his advisory role, he is also licensed as an insurance agent, involved in the sale of fixed insurance and fixed annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services through a range of discretionary and non-discretionary arrangements, utilizing multiple analytical approaches and third-party resources.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner

John M

Series 66

Laurel, MS

Edward Jones

John Mitchell is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles in education at several universities and employment in fields such as trailer manufacturing and landscaping. 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 a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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