LJ
LJ

Larry Jenkins

31 Years of Experience
Overland Park, KS
3 DisclosuresBrokerSells Insurance

Larry Jenkins is a registered investment advisor at Creativeone Securities, LLC, based in Overland Park, KS, with 31 years of industry experience. Larry 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
142 advisors
Number of Clients
11,317 clients
Average Client Portfolio
$188K average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

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.

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Location

6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211

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History

Regulatory History (3)
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Judgment / Lien
August 2018
Judgment / Lien
March 2010
Judgment / Lien
November 2008
Other Business ActivitiesSells Insurance

Larry receives renewal income from John Hancock Insurance Co. for life, accident, and health insurance, but spends minimal time on this. Larry also owns Jenkins and Associates, selling fixed, indexed, and life insurance, dedicating about half his time to this endeavor. Finally, Larry works as a tax preparer for Best Accounting, Inc.

Employment History
Current Registrations
Creativeone Securities, LLC
May 2012 - Present · 14 yrs
Creativeone Securities, LLCBroker
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
New England Securities Corporation
November 2007 - December 2011 · 4 yrs 1 mo
New England SecuritiesBroker
March 2005 - December 2011 · 6 yrs 9 mos
Signator Investors, INC.Broker
October 1994 - March 2005 · 10 yrs 5 mos
John Hancock Mutual Life Insurance CompanyBroker
October 1994 - May 1997 · 2 yrs 7 mos
State Registrations6 states
DEFLGANJPASC
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.