Michael Axelrod
Michael Axelrod is a CFA, CFP-designated registered investment advisor at Creativeone Securities, LLC, based in Overland Park, KS, with 31 years of industry experience. Michael 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
13220 Metcalf Ave, Suite 220, Overland Park, KS, 66213
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is a licensed sales assistant and director of financial planning at Affinity Asset Management, dedicating nearly full-time hours to this role. He also serves as a board member for The Temple, Congregation B'Nai Jehudah, spending minimal time on this activity.
Employment History
Current Registrations
Creativeone Securities, LLCBroker
Creativeone Securities, LLC
Previous Registrations
National Pension & Group Consultants, INCBroker
National Pension & Group Consultants, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Signator Investors, INC.Broker
Copeland Equities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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
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