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John Manry

Creativeone Securities, LLC
44 Years of Experience
Topeka, KS
1 DisclosureBrokerSells Insurance
View SEC Summary
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John Manry is a registered investment advisor at Creativeone Securities, LLC, based in Topeka, KS, with 44 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B in assets under management.

Creativeone Securities, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
12,485 clients
Average Client Portfolio
$204K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Topeka, KS

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 1998
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
June 2016 - Present · 10 yrs 4 mos
Creativeone Securities, LLCBroker
October 2014 - Present · 12 yrs
Previous Registrations
Brokers International Financial Services, LLC.Broker
January 2010 - October 2014 · 4 yrs 9 mos
Vfinance Investments, INCBroker
January 2002 - January 2010 · 8 yrs
Vfinance InvestmentsBroker
March 1993 - January 2002 · 8 yrs 10 mos
The Columbian Securities CorporationBroker
February 1991 - March 1993 · 2 yrs 1 mo
Prudential-Bache Securities INC.Broker
September 1989 - February 1991 · 1 yr 5 mos
Thomson Mckinnon Securities INC.Broker
January 1989 - September 1989 · 8 mos
Blunt Ellis & Loewi IncorporatedBroker
February 1984 - January 1989 · 4 yrs 11 mos
B.C. Christopher Securities CO.Broker
August 1982 - January 1984 · 1 yr 5 mos
State Registrations31 states
ALARAZCACODEFLGAINKSLAMDMIMNMOMSMTNCNMNVOHOKORPASCTXUTVAWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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