Kenneth Hyman
Kenneth Hyman is a registered investment advisor at Creativeone Securities, LLC, based in Santa Barbara, CA, with 41 years of industry experience. Kenneth 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
4000 Modoc Rd., Suite 3, Santa Barbara, CA, 93105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kenneth is an EVP at CreativeOne Wealth, a sister company to CreativeOne Securities, dedicating full-time hours to this role. He also serves as an arbitrator for FINRA Dispute Resolution Inc., spending minimal time on this activity.
Employment History
Current Registrations
Creativeone Securities, LLCBroker
Creativeone Wealth, LLC
Previous Registrations
Mit Associates, LLCBroker
Elysian Capital
Sorrento Pacific Financial, LLCBroker
Partnervest Advisory Services LLC
Partnervest Securities, INC.Broker
Mercer Global Securities LLCBroker
Associated Securities CORP.Broker
Glenfed Brokerage ServicesBroker
Kennedy, Cabot & CO.Broker
Mutual Benefit Financial Service CompanyBroker
Pueblo Discount Brokerage CORP.Broker
State Registrations2 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.