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Eric Everson

Creativeone Securities, LLC
29 Years of Experience
Gravois Mills, MO
2 DisclosuresBroker
View SEC Summary
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Eric Everson is a registered investment advisor at Creativeone Securities, LLC, based in Gravois Mills, MO, with 29 years of industry experience. Eric 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

Gravois Mills, MO

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History

Regulatory History (2)
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.
Regulatory
November 2009
Final
Regulatory
June 2009
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Creativeone Securities, LLC
August 2026 - Present · 2 mos
Creativeone Securities, LLCBroker
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Creativeone Securities, LLC
July 2019 - January 2026 · 6 yrs 6 mos
Brokers Financial
July 2007 - July 2019 · 12 yrs
Brokers International Financial Services, LLC.Broker
February 2007 - July 2019 · 12 yrs 5 mos
Berthel Fisher & Company Financial Services, INC.
January 2006 - August 2006 · 7 mos
Berthel, Fisher & Company Financial Services, INC.Broker
January 2006 - August 2006 · 7 mos
Locust Street Securities, INC.
January 2004 - January 2004 · 0 mos
Ing Financial Partners, INC.Broker
January 2004 - December 2005 · 1 yr 11 mos
Ing Financial Partners, INC
January 2004 - December 2005 · 1 yr 11 mos
Locust Street Securities, INC.Broker
November 2003 - January 2004 · 2 mos
Walnut Street Advisers INC
August 2002 - November 2003 · 1 yr 3 mos
Walnut Street Securities, INC.Broker
July 2002 - November 2003 · 1 yr 4 mos
Legacy Financial Services, INC.Broker
February 1997 - July 2002 · 5 yrs 5 mos
State Registrations4 states
IAKSMONV
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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