Matthew Bott
Matthew Bott is a registered investment advisor at Creativeone Securities, LLC, based in Overland Park, KS, with 31 years of industry experience. Matthew 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
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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 ActivitiesSells Insurance
Matthew is the owner of MRB Consulting and sells fixed insurance through Creative One, dedicating about 40% of his time. He also participates in referrals and the TAG program with Associates Group, spending nearly full-time hours on this activity, coaches high school football for about 10-20% of his time, and owns Split Post LLC, a home inspection business, dedicating a few hours per week.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
Investment Centers of America, INC.Broker
Sii Investments, INC.Broker
Invest Financial CorporationBroker
National Planning CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Brokers International Financial Services, LLC.Broker
Brokers International Financial Services, LLC
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Vestax Securities CorporationBroker
Ifg Network Securities, INC.Broker
Multi-Financial Securities Corporation
Locust Street Securities, INC.Broker
Ifg Network Securities, INC.Broker
Compulife Investor Services, INC.Broker
Vestax Securities CorporationBroker
Multi-Financial Securities CorporationBroker
Locust Street Securities, INC.Broker
Birchtree Financial Services, INC.Broker
Dickinson & CO.Broker
State Registrations6 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.