Kirt Carstens
Kirt Carstens is a registered investment advisor at Creativeone Securities, LLC, based in Overland Park, KS, with 34 years of industry experience. Kirt 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 (4)
Customer Dispute
February 2007Customer Dispute
April 2003Customer Dispute
October 2002Customer Dispute
March 2002Other Business ActivitiesSells Insurance
Kirt owns Carstens Financial Group, selling fixed insurance, life/health, and Medicare products. He also chairs the CFG Charity ProAm, raising funds for the Wounded Warrior Project, and volunteers as a coach for Okoboji Community Schools, dedicating about half his time to coaching.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Nylife Securities INC.Broker
State Registrations12 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.