Roger Gamble
Roger Gamble is a registered investment advisor at Creativeone Securities, LLC, based in Overland Park, KS, with 37 years of industry experience. Roger 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
6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (1)
Regulatory
January 1984Other Business ActivitiesSells Insurance
Roger is the president of Mighty Fortress Evangelical Lutheran Church and an insurance agent selling life insurance and fixed annuities since 1991. He also operates RG Investments as a DBA for commodities and trading, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Investors First Securities, LTD.Broker
Fortis Investors, INC.Broker
Anchor National Financial Services, INC.Broker
Isfa CorporationBroker
Painewebber IncorporatedBroker
State Registrations10 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.