Greg Greer
Greg Greer is a registered investment advisor at Creativeone Securities, LLC, based in Overland Park, KS, with 26 years of industry experience. Greg 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2005Other Business ActivitiesSells Insurance
Greg is the owner of Greer Financial Solutions, LLC, a DBA used for marketing investment and insurance services, dedicating nearly full-time hours to it. He also sells fixed and indexed life and annuities through Creative One and other vendors, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Lg Advisory Group, LLC
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Cetera Advisors LLCBroker
Cetera Advisors LLC
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
Commerce Brokerage Services, INC.Broker
Invest Financial CorporationBroker
Washington Square Securities, INC.Broker
State Registrations7 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.