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ChFC

Todd Zimlich

Creativeone Securities, LLC
29 Years of Experience
Topeka, KS
BrokerSells Insurance
View SEC Summary
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Todd Zimlich is a ChFC-designated registered investment advisor at Creativeone Securities, LLC, based in Topeka, KS, with 29 years of industry experience. Todd 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

3311 SW Van Buren St, Topeka, KS, 66611

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Todd is an agent for Kansas Financial Resources selling fixed insurance products since 1994, dedicating a few hours per week. He is also a registered investment advisor representative for ChangePath, LLC since 2021, spending about 10-20% of his time providing investment advisory services.

Employment History
Current Registrations
Creativeone Wealth, LLC
April 2021 - Present · 5 yrs 6 mos
Creativeone Securities, LLCBroker
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Securities America Advisors, INC.
May 2016 - April 2021 · 4 yrs 11 mos
Securities America, INC.Broker
November 2014 - April 2021 · 6 yrs 5 mos
Sunset Financial Services, INC.Broker
June 1997 - November 2014 · 17 yrs 5 mos
State Registrations10 states
AZFLKSMNMONCOKORTXWA
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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