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Timothy Phares

Creativeone Securities, LLC
32 Years of Experience
Wichita, KS
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Timothy Phares is a registered investment advisor at Creativeone Securities, LLC, based in Wichita, KS, with 32 years of industry experience. Timothy 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.

Creativeone Securities, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
12,485 clients
Average Client Portfolio
$204K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8100 E 22nd Street N, Building 600, Suite T, Wichita, KS, 67226

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2005
Settled
Customer Dispute
June 1999
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other 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, LLCBroker
January 2015 - Present · 11 yrs 9 mos
Creativeone Securities, LLC
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
Vestech Securities, INC.Broker
June 2011 - January 2015 · 3 yrs 7 mos
Vestech Securities, INC.
June 2011 - January 2015 · 3 yrs 7 mos
Carey, Thomas, Hoover & Breault Advisors
November 2010 - May 2011 · 6 mos
Carey, Thomas, Hoover, & Breault, INC.
June 2002 - December 2010 · 8 yrs 6 mos
Carey, Thomas, Hoover, & Breault, INC.Broker
May 2001 - May 2011 · 10 yrs
Carey, Thomas & Associates, INC.Broker
April 1994 - May 2001 · 7 yrs 1 mo
Painewebber IncorporatedBroker
March 1994 - March 1994 · 0 mos
State Registrations13 states
ARCACOFLKSMDMONCOKPATXUTWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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