KH
ChFC
KH
ChFC

Kenneth Hart

37 Years of Experience
Topeka, KS
1 DisclosureBrokerSells Insurance

Kenneth Hart is a ChFC-designated registered investment advisor at Creativeone Securities, LLC, based in Topeka, KS, with 37 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
142 advisors
Number of Clients
11,317 clients
Average Client Portfolio
$188K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

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.

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Location

2900 SW MacVicar Avenue, Topeka, KS, 66611

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History

Regulatory History (1)
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Customer Dispute
July 2009
Settled
Other Business ActivitiesSells Insurance

Kenneth is the owner of Harvest Financial Group, where he sells fixed, indexed, long-term care, and life insurance, dedicating nearly full-time hours to this activity. He also organizes and maintains residential lots with neighbors, spending minimal time on this, and owns KMBKC Properties LLC as a property/building owner.

Employment History
Current Registrations
Creativeone Securities, LLCBroker
October 2016 - Present · 9 yrs 7 mos
Creativeone Securities, LLC
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Kestra Advisory Services, LLC
May 2016 - October 2016 · 5 mos
NFP Advisor Services, LLC
November 2002 - September 2016 · 13 yrs 10 mos
Kestra Investment Services, LLCBroker
November 2002 - October 2016 · 13 yrs 11 mos
Legacy Advisory Services, INC.
March 2002 - November 2002 · 8 mos
Legacy Financial Services, INC.Broker
April 1999 - November 2002 · 3 yrs 7 mos
Security Distributors, INC.Broker
September 1993 - February 1999 · 5 yrs 5 mos
Ameritas Investment CORP.Broker
March 1988 - July 1993 · 5 yrs 4 mos
State Registrations22 states
ARAZCOFLIAILKSKYMEMIMOMSNENVOHOKORSDTXUTVAWY
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.