Richard Robinson
Richard Robinson is a registered investment advisor at Creativeone Securities, LLC, based in New Carlisle, IN, with 28 years of industry experience. Richard 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
113 E Michigan, New Carlisle, IN, 46552
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Regulatory History (2)
Customer Dispute
June 2022Customer Dispute
August 2001Other Business ActivitiesSells Insurance
Richard is the owner/member of R & K 2 H Enterprises, LLC, a real estate holding company, and spends a few hours per week on purchase/sale and property management. He is also the owner/member of Robinson Financial LLC, selling fixed insurance, and spends a few hours per week on this activity. Additionally, Richard is the co-executor of his parents' estate and co-trustee of a special needs trust, dedicating minimal time each month.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Signator Investors, INC.Broker
State Registrations17 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.