Timothy Phares
Timothy Phares is a registered investment advisor at Creativeone Securities, LLC, based in Wichita, KS, with 31 years of industry experience. Timothy 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
8100 E 22nd St North, Suite T, Wichita, KS, 67226
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2005Customer Dispute
June 1999Other Business ActivitiesSells Insurance
Timothy is the owner/president of Integrity Investments, Inc., where he sells fixed/indexed annuities and life insurance, dedicating minimal time. He also has several other business activities including oil and gas investments, church and Boy Scout involvement, clerical work for Great Plains Petroleum, and loaning funds to DRH Homes, LLC.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Creativeone Securities, LLC
Previous Registrations
Vestech Securities, INC.Broker
Vestech Securities, INC.
Carey, Thomas, Hoover & Breault Advisors
Carey, Thomas, Hoover, & Breault, INC.
Carey, Thomas, Hoover, & Breault, INC.Broker
Carey, Thomas & Associates, INC.Broker
Painewebber IncorporatedBroker
State Registrations13 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.