John Manry
John Manry is a registered investment advisor at Creativeone Securities, LLC, based in Topeka, KS, with 43 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 11,317 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Securities (C1S) offers several investment management options:
- CreativeOne Wealth Platform: Fees range from 0.55% to 2.5% annually, based on the value of your investments. The fee is negotiated, so clients receiving similar services may pay different fees.
- Separately Managed Accounts: Fees are a flat annual fee negotiated with your C1S Representative, based on the time and complexity required to manage your account.
- Client Choice Investment Management: Fees are up to 2.00% annually, based on the daily average value of the assets in your account.
A minimum of $25,000 is required for all management programs, except CreativeOne Wealth, LLC Alpha UMA which requires a minimum of $150,000.
Location
Topeka, KS
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1998Other Business ActivitiesSells Insurance
John is an independent insurance agent since 2010, selling fixed, indexed, and life insurance products, and an agent for Associates Financial Group and Creative One/Marketing selling fixed index annuities. He also had a one-time insurance policy conversion with American Home Life. He is also a member of Heartland Securities, LTD, an S Corp for tax purposes only.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Brokers International Financial Services, LLC.Broker
Vfinance Investments, INCBroker
Vfinance InvestmentsBroker
The Columbian Securities CorporationBroker
Prudential-Bache Securities INC.Broker
Thomson Mckinnon Securities INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
B.C. Christopher Securities CO.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.