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ChFC

Kenneth Hart

Creativeone Securities, LLC
38 Years of Experience
Topeka, KS
1 DisclosureBrokerSells Insurance
View SEC Summary
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Kenneth Hart is a ChFC-designated registered investment advisor at Creativeone Securities, LLC, based in Topeka, KS, with 38 years of industry experience. Kenneth 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
—
View Full SEC Brochure

Location

2900 SW MacVicar Avenue, Topeka, KS, 66611

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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
July 2009
Settled
View Full SEC ReportHow to Read Disclosures
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 · 10 yrs
Creativeone Securities, LLC
October 2016 - Present · 10 yrs
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.
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