Christine Truttmann
Christine Truttmann is a registered investment advisor at Creativeone Securities, LLC, based in Overland Park, KS, with 23 years of industry experience. Christine 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.
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Christine works full-time providing payroll and HR services for a printing company through Viridiam, LLC. She also works about half her time as a registered assistant at Bellue & Associates, Inc., and spends minimal time as treasurer for the Green Bay Estate Planning Forum.
Employment History
Current Registrations
Creativeone Securities, LLC
Previous Registrations
Biltmore Investment Management, LLC
Biltmore Investment Management, LLC
State Registrations1 state
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