Owings Mills, MD Office

Team
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CreativeOne Securities, LLC logo

CreativeOne Securities, LLC

Multi-team

Firm-wide stats for CreativeOne Securities, LLC

Total advisors

131

Across 69 offices

Clients per advisor

94 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

100 Painter's Mill Road, Suite 420

Owings Mills MD 21117

Advisors at this office

6

Advisors at this office

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Brian P

CFP®, Series 63, Series 66

Owings Mills, MD

CreativeOne Securities, LLC

Brian Pacen is a CFP® professional with 15 years of experience in the financial services industry. He has worked at CreativeOne Securities, LLC since 2016 and also serves as a portfolio manager for The Sawyer Group. Additionally, he is part owner and Chief Investment Officer at Innovative Outcome Portfolios LLC, where he consults on the creation of unit trusts. 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, retirement-plan fiduciary services, and access to third-party manager programs through a network of 128 advisors.

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

Patrick M

Series 66

Owings Mills, MD

CreativeOne Securities, LLC

Patrick Meadowcroft is a Series 66 licensed advisor with five years of industry experience. He is currently with CreativeOne Securities, LLC and Sawyer Wealth Management, where he has worked since 2022. His prior experience includes roles at Merrill and RBC Wealth Management, as well as a background that includes time at University of Maryland and William T. Houseman, Sr. CPA. 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 manager programs and proprietary advisory platforms.

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

Brandon J

Series 63, Series 66

Owings Mills, MD

CreativeOne Securities, LLC

Brandon Jew is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at Morgan Stanley, The Vanguard Group, Raymond James & Associates, and Wells Fargo. 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 manager programs and proprietary advisory platforms.

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

Kevin L

Series 63, Series 66

Owings Mills, MD

CreativeOne Securities, LLC

Kevin Lutz is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Morgan Stanley, PBMARES Wealth Management LLC, and Sawyer Group Inc. He serves on the boards of The Boy's Latin School and Baltimore Outreach Services, a nonprofit organization assisting homeless women and children. 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, 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

Thomas S

Series 63, Series 65

Owings Mills, MD

CreativeOne Securities, LLC

Thomas Sawyer is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and one year of industry experience. He has been involved with Sawyer Wealth Management since 2016, where he serves as Director of Client Service. 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 with ongoing asset management, offering a range of services including fiduciary retirement-plan support and access to third-party manager programs.

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

Charles S

Series 63, Series 65

Owings Mills, MD

CreativeOne Securities, LLC

Charles Sawyer Jr. is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2016 and previously worked at Investment Advisors Corp. Sawyer is a co-founder and executive of Innovative Outcome Portfolios LLC, a consulting firm focused on the creation of unit trusts, and serves on the finance committee and board of directors of Bon Air Country Club. 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 with ongoing asset management, utilizing fundamental and cyclical security analysis alongside model asset allocations through its proprietary CreativeOne Wealth platform.

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