Steven Scaletty
Steven Scaletty is a registered investment advisor at Creativeone Securities, LLC, based in Lawrence, KS, with 35 years of industry experience. Steven 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
4840 Bob Billings Parkway, Suite 1015, Lawrence, KS, 66049
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2003Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Steven is the president of Secure Financial Services, Inc., selling fixed insurance products, and an advisor at Associates Financial Group, marketing financial services. These roles take about a quarter of Steven's time and about 10-20% of his time, respectively; he also works as a notary public, dedicating minimal time to this activity.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
American Heartland Investments INC.Broker
Intersecurities, INC.Broker
Nylife Securities INC.Broker
State Registrations11 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.