Overland Park, KS 6330 Sprint Parkway Suite 400 Office

Team
Updated today
CreativeOne Securities, LLC logo

CreativeOne Securities, LLC

Multi-team

Firm-wide stats for CreativeOne Securities, LLC

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

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

Retirement income strategy Annuities Wealth management General estate planning guidance

Based on CreativeOne Securities, LLC

Occupation focus

Founder/Business Owner Retired

Based on CreativeOne Securities, LLC

Location

6330 Sprint Parkway, Suite 400

Overland Park KS 66211

Advisors at this office

27

Advisors at this office

user avatar

James R

Series 66

Overland Park, KS

CreativeOne Securities, LLC

James Regier is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC, Summit Financial Group Inc, and Vsr Financial Services, Inc. Outside of advisory work, he serves as a court witness analyzing financial information. 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, combining project-based planning with ongoing asset management through its proprietary advisory platform.

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

Allison R

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Allison Ryan is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Client One Securities, LLC since 2010 and CMIC Financial Services since 2006. In addition to her advisory roles, she is an employee of Creative Marketing International Corp., a fixed insurance marketing organization. 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, and retirement-plan fiduciary services, combining 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
user avatar

Dennis M

Series 63, Series 66

Overland Park, KS

CreativeOne Securities, LLC

Dennis Mattern is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been associated with Client One Securities, LLC and CreativeOne since 2014. In addition to his advisory role, he serves as an annuity sales director for CreativeOne, focusing on marketing fixed annuity products to financial professionals. 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, combining project-based planning with ongoing asset management through its proprietary platform.

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

Steven S

Series 63, Series 66

Overland Park, KS

CreativeOne Securities, LLC

Steven Scaletty is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. Outside of his primary role, Scaletty is president of Secure Financial Services, Inc., where he is involved in fixed insurance product sales, and he also serves as an advisor for Associates Financial Group. Additionally, he is a licensed notary public. CreativeOne Securities 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 supported by fundamental and cyclical security analysis.

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

Timothy P

Series 63, Series 65, Series 66

Overland Park, KS

CreativeOne Securities, LLC

Timothy Phares is a financial advisor with CreativeOne Securities, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2015. Outside of his advisory work, Phares serves as Committee Chair for BSA Troop 515 in Wichita, KS. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves 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 through its proprietary CreativeOne Wealth platform.

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

Brannon W

Series 63, Series 65, Series 66

Overland Park, KS

CreativeOne Securities, LLC

Brannon Wilds is a financial advisor with CreativeOne Securities, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He has been with CreativeOne Securities and Foote Financial Group since 2015 and had a prior role at SII Investments, Inc. Outside of advisory work, he serves as Vice Chair of the Elder Board at TRU Community Church, contributing to both spiritual and business governance. 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, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through proprietary platforms and third-party manager programs.

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

Thomas Y

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Thomas Yager is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has been associated with CreativeOne entities since 2014 and currently serves as Vice President of Operations overseeing new business processing for insurance lines. 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 using fundamental and cyclical security analysis, with services that include financial planning, portfolio management, and retirement-plan fiduciary services.

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

Thomas S

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Thomas Strandell is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2012. Outside of his advisory role, Strandell volunteers as a presenter for the Financial Education Partnership, a nonprofit organization. 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, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party managers through a proprietary advisory platform.

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

Chang S

Series 63, Series 66

Overland Park, KS

CreativeOne Securities, LLC

Chang Shin is a financial advisor with CreativeOne Securities, LLC and CreativeOne Wealth, LLC, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior roles include positions at Scout Investments, Inc., Financial Engines Advisors L.L.C., and The Mutual Fund Store, LLC. Outside of advising, he co-owns agricultural land used for hay production. 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 combines project-based planning with ongoing asset management, utilizing fundamental and cyclical security analysis and offering both proprietary and third-party advisory services.

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

Jacob T

Series 66

Overland Park, KS

CreativeOne Securities, LLC

Jacob Tyndall is a financial advisor at CreativeOne Securities, LLC with 23 years of industry experience. He holds a Series 66 designation and has held roles at firms including VSR Advisory Services, Inc., Waddell & Reed, and American Century Advisory Services. He has been with CreativeOne Securities since 2017. CreativeOne Securities 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 through its proprietary platforms and offers access to various portfolio management and fiduciary services.

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

Kenneth V

ChFC®, Series 63

Overland Park, KS

CreativeOne Securities, LLC

Kenneth Vander Hart is a ChFC® with 38 years of experience in the financial industry. He has worked at CreativeOne Securities, LLC since 2016 and has been with Harvest Financial Group, Inc. since 1999. Outside of his advisory roles, he serves as Vice President of the Clarion Lakes Homeowners Association Board. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers a combination of financial planning, portfolio management, retirement-plan fiduciary services, and access to proprietary and third-party advisory platforms.

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

Forrest C

CFP®, ChFC®, Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Forrest Cook is a CFP® and ChFC® with 36 years of industry experience, currently serving as an advisor at CreativeOne Securities, LLC since 2012. He is the owner of Cook Financial Group, which offers fixed insurance 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 combines project-based planning and ongoing asset management with fundamental and cyclical security analysis, providing clients access to both proprietary advisory platforms and third-party money managers.

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

Mark R

Series 66

Overland Park, KS

CreativeOne Securities, LLC

Mark Rubin is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with CreativeOne Securities, LLC since 2021, following roles at ChangePath, Inc., Waddell & Reed, Inc., Cetera Financial Group, Cetera Wealth Services, LLC, and VSR Financial Services, Inc. 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, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

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

Robert N

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Robert Nutter is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has previously worked at Vestech Securities, Inc. and BTS Asset Management, Inc. Nutter is also the owner of Nutter Wealth Management, which offers fixed, indexed, and life 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, providing financial planning, portfolio management, and retirement-plan fiduciary services.

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

Gilbert S

CFP®, Series 63

Overland Park, KS

CreativeOne Securities, LLC

Gilbert Sabatka is a CFP® professional with 42 years of industry experience, currently affiliated with CreativeOne Securities, LLC since 2018. His prior experience includes roles at NewBridge Securities Corporation and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, he owns and manages several business ventures, including Flexible Benefits Services, Inc., which administers HSA accounts for small businesses. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a team of 127 advisors. The firm combines project-based financial planning with ongoing asset management and utilizes a proprietary advisory platform alongside access to third-party managers.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)