Greenwood Village, CO E. Orchard Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
CreativeOne Securities, LLC
Multi-team
Firm-wide stats for CreativeOne Securities, LLC
About
CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals (including high‑net‑worth clients), retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, consulting, discretionary and non‑discretionary portfolio management, retirement‑plan fiduciary services (including ERISA 3(21) and 3(38) services), and access to third‑party manager programs and a proprietary advisory platform.
C1S combines project‑based planning and on‑going asset management, using fundamental and cyclical security analysis, model asset allocations available through its CreativeOne Wealth platform, and referrals to external money managers. Clients can accept and implement planning recommendations with the custodian of their choice in many cases, while managed accounts are reviewed periodically and rebalanced to align with stated objectives.
Distinctive features include that C1S also operates as a FINRA‑registered broker‑dealer and that many representatives are licensed insurance agents, which the firm discloses creates conflicts of interest and which it mitigates through documented best‑interest reviews and supervisory sign‑off for fixed‑index annuity recommendations. The firm is affiliated with Creative One Marketing Corporation and CreativeOne Wealth, LLC, offers affiliated platform and model services, and discloses revenue‑sharing and certain custodial fee mark‑ups that may influence recommendations.
Based on CreativeOne Securities, LLC
Expertise
Based on CreativeOne Securities, LLC
Location
7395 E. Orchard Road, Suite 400
Greenwood Village CO 80111
Advisors at this office
3
Advisors at this office
Michael M
Series 63, Series 65
Greenwood Village, CO
CreativeOne Securities, LLC
Michael Musella is a financial advisor at CreativeOne Securities, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CreativeOne Securities since 2013, following prior work at Associates Financial Group starting in 2012. Outside of his advisory role, he serves as a trustee of the Judith E Musella Family Trust. 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 managers, combining project-based planning with ongoing asset management using fundamental and cyclical security analysis.
Matthew B
Series 63, Series 66
Greenwood Village, CO
CreativeOne Securities, LLC
Matthew Bott is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Associates Financial Group and CreativeOne Securities for eight years and spent two years with National Planning Holdings. Outside of his advisory role, Bott is an assistant football coach at Highlands Ranch High School. 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 and offers a proprietary advisory platform alongside access to third-party manager programs.
Mckenzie L
Series 66
Greenwood Village, CO
CreativeOne Securities, LLC
Mckenzie Lee is a financial advisor at CreativeOne Securities, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Eide Bailly and Shane Co. Outside of her advisory role, Lee owns and manages a fire, water, and mold restoration business in Denver. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, employing a combination of project-based planning and ongoing asset management through its proprietary advisory platform.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")