Glen Barber
Glen Barber is a registered investment advisor at Creativeone Securities, LLC, based in Overland Park, KS, with 34 years of industry experience. Glen 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 (2)
Judgment / Lien
May 2022Judgment / Lien
November 2014Other Business ActivitiesSells Insurance
Glen has a fixed insurance business operating under Barber Lackey Financial Group since 1999. He is also a board member at Berry College since 2010, advising the college and potential donors about planned giving, dedicating minimal time.
Employment History
Current Registrations
Creativeone Securities, LLCBroker
Creativeone Securities, LLC
Previous Registrations
Cape Investment Advisory, INC.
Cape Securities INC.Broker
Western International Securities, INC.Broker
Nrp Financial, INC.Broker
Barber Lackey Financial Group LLC
Fsc Securities CorporationBroker
Washington Square Securities, INC.Broker
Fortis Investors, INC.Broker
State Registrations9 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.