La Crosse, WI Office
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CreativeOne Securities, LLC
Multi-team
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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
1231 Hagar St, Suite 2
La Crosse WI 54601
Advisors at this office
2
Advisors at this office
Dennis G
Series 66
La Crosse, WI
CreativeOne Securities, LLC
Dennis Glover is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining CreativeOne, he worked at Sunshine Floral and has been involved with KKAT LLC since 2013. Outside of his advisory role, Glover serves as Vice President and COO of the Twenty-First Century African Youth Movement, a nonprofit focused on economic and social empowerment for youth in Africa. 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, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs and proprietary advisory platforms.
Daniel R
Series 66
La Crosse, WI
CreativeOne Securities, LLC
Daniel Rundahl is a financial advisor at CreativeOne Securities, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Financial for Lutherans and Brokers International Financial Services. Rundahl is also the owner of Rundahl Financial Consultants, LLC, which provides insurance and investment services. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves 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.
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