Sarasota, FL Office
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CreativeOne Securities, LLC
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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
Location
7261 Delainey Court
Sarasota FL 34240
Advisors at this office
3
Advisors at this office
Crystal S
Series 65
Sarasota, FL
CreativeOne Securities, LLC
Crystal Sudbury is a financial advisor at CreativeOne Securities, LLC with two years of industry experience. She holds a Series 65 designation and has worked in insurance and financial services since 2020 as the owner and president of Clearly Crystal Insurance Services Inc and as an agent at Baacke Insurance and Financial Services. Sudbury volunteers as an educator for the Financial Education Partnership-Sarasota Bradenton Chapter, presenting topics on Medicare, insurance, and financial matters. 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 manager programs and proprietary advisory platforms.
Brian B
Series 63, Series 65
Sarasota, FL
CreativeOne Securities, LLC
Brian Baacke is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and has seven years of industry experience. He is also the president and agent of Baacke Insurance Services, Inc., where he has been involved in insurance and related financial products for over sixteen years. Baacke teaches financial education classes through a nonprofit organization called Financial Education Partnership. 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 managers, combining project-based planning with ongoing asset management through its proprietary platforms.
Karin B
Series 66
Sarasota, FL
CreativeOne Securities, LLC
Karin Botelho is a financial advisor at CreativeOne Securities, LLC with 11 years of industry experience. She holds a Series 66 designation and has been with CreativeOne Securities since 2015. Outside of advisory work, she is involved in teaching financial education classes through a nonprofit organization. CreativeOne Securities 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.
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