Jefferson City, MO Rax Court Office

Eric Davis is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. In addition to his advisory role, Davis is also an insurance agent with Acrisure Wallstreet Partners LLC, focusing on fixed insurance products. 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.

Kayla Streeter is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and six years of industry experience. She has worked with Wallstreet Group Advisors since 2019 and has professional experience that includes roles at the University of Missouri Columbia and in the service industry. Outside of advisory work, she is involved in insurance sales as an agent with Acrisure Wallstreet Partners LLC. 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, and retirement-plan fiduciary services, using a combination of fundamental and cyclical security analysis alongside model asset allocations and third-party manager referrals.

Cole Mertens is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and five years of industry experience. He has previously worked with Wallstreet Group Advisors and Central Bank of Warrensburg. Mertens is also active as an insurance agent, selling life, property, and casualty insurance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Nicholas Waganer is a financial advisor with CreativeOne Securities, LLC. He holds a Series 66 designation and has experience working at multiple firms, including Acrisure, Wallstreet Group Advisors, and Financial Network Inc. Prior to his financial industry roles, he was employed at Simpson Import Center and Firestone. 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 planning and ongoing asset management using fundamental and cyclical security analysis alongside model asset allocations and third-party manager referrals.

Travis Ford is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 13 years of industry experience. He has been associated with both CreativeOne Securities and Acrisure Wallstreet Partners since 2013. Outside of his advisory role, Ford owns a home improvement business and serves on the Missouri Insurance Education Foundation board, in addition to volunteering with AARP TaxAide. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management and utilizing both proprietary and third-party investment platforms.

Zachary Schoene is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 credential and 11 years of industry experience. He has worked with Paradise since 2015, CreativeOne Securities since 2013, and Wallstreet Group since 2012. Outside of his advisory role, Schoene works as a bartender at Nash Vegas, a bar and restaurant in Columbia, MO. 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 with ongoing asset management and offers services including financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and proprietary advisory platforms.

Jamie Wilbers is a financial advisor at CreativeOne Securities, LLC with 11 years of industry experience. He holds a Series 66 designation and has been associated with Client One Securities, LLC since 2014. Outside of advisory work, Wilbers is also licensed as an insurance agent, focusing on fixed insurance and annuity sales. 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 via a proprietary advisory platform.