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Greg Greer

Creativeone Securities, LLC
26 Years of Experience
Wichita, KS
1 DisclosureBrokerSells Insurance
View SEC Summary
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Greg Greer is a registered investment advisor at Creativeone Securities, LLC, based in Wichita, KS, with 26 years of industry experience. Greg 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

12021 E. 13th St. North, Wichita, KS, 67206

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
February 2020 - Present · 6 yrs 8 mos
Creativeone Securities, LLCBroker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Lg Advisory Group, LLC
October 2016 - March 2020 · 3 yrs 5 mos
United Planners' Financial Services of America a Limited PartnerBroker
September 2016 - March 2020 · 3 yrs 6 mos
United Planners' Financial Services of America a Limited Partner
September 2016 - October 2016 · 1 mo
Cetera Advisors LLCBroker
April 2008 - October 2016 · 8 yrs 6 mos
Cetera Advisors LLC
April 2008 - October 2016 · 8 yrs 6 mos
Investment Advisors CORP
March 2007 - April 2008 · 1 yr 1 mo
Broker Dealer Financial Services CORP.Broker
February 2007 - April 2008 · 1 yr 2 mos
Sii Investments, INC.
January 2007 - March 2007 · 2 mos
Sii Investments, INC.Broker
July 2002 - March 2007 · 4 yrs 8 mos
Commerce Brokerage Services, INC.Broker
November 2001 - June 2002 · 7 mos
Invest Financial CorporationBroker
April 2000 - November 2001 · 1 yr 7 mos
Washington Square Securities, INC.Broker
September 1999 - April 2000 · 7 mos
State Registrations7 states
FLGAKSMIMOOKTX
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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